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
Making a small change to our daily habits can empower us to create the exciting future of our dreams. I love helping people navigate the financial landscape so they feel in control and excited about their financial future.
Money is a tool which enables you the freedom to choose how you live your life. Through coaching I can pass on my expertise and enable others to achieve their dreams. I felt a need to pass on my financial knowledge so that others could benefit directly from being in control of their finances, which is a liberating and empowering experience.
By understanding where you are and where you want to be on your financial journey, we can create a plan which empowers you to take manageable steps towards your dreams. The plan will run all the way through to your retirement. Together we can produce a lifetime financial plan and review it regularly to ensure you are on track for your goals.
Through developing all aspects of your finances be it budgeting, savings, investments and pensions, together we can ensure you can confidently enjoy life without worrying about financial security. In a safe space we can discuss your worries and fears as well as our dreams to ensure you are in the best place to achieve your financial dream life.
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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.