STEP 1
Start with a free chat
STEP 2
Chemistry check… make sure it’s right for you
STEP 3
Get your personalised money plan
Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
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.
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Free
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
£299
Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.