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Financial coaching fills a void for people who’s choice was historically between no help or having to pay for full regulated advice. Many would choose no help, but now they can choose a personal service, that supports, guides and educates along the way. Its great to be able to help.
I spent twenty-five years looking after Barclays reputation; everything from mortgages to fund management as well as a few years working on the sponsorship of the Barclays Premier League. If taught me just how important financial services are, yet for most people personal finance is a chore at best, or more likely something to be ignored with the hope that it will sort itself out.
Having left Barclays and the corporate world I was looking for something that would allow me to use my experience and to engage and help people directly. I always enjoyed helping friends and family with their finances and decided to sign up to study for a Diploma in Financial Advice. Whilst researching this I came across Octopus Money Coach – it was my Eureka moment.
I had always thought that there needed to be more easily access to financial education and guidance and here was this magic space between people getting no help or having to pay for full regulated advice – financial coaching was offering a helping hand through the maze of personal finance at a cost that is affordable to most people.
Having been round the block, both professionally and personally, I want to pass on what I have learnt to others as they navigate the choppy waters of personal finance. I want to help, but more than anything I want people to become more money confident so they can better help themselves over time.
A money coach is there for you personally. Someone to support and help you as you make important decisions, independent and non-judgemental, offering guidance and a helping hand along the way.
COMPANY AND TEAM
Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.
Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.
As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.