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

One call for all things money

Talk to a real person

Ditch the robots – get personalised help from a human

Judgement-free zone

Ask us absolutely anything

See your future

Explore different scenarios and trade-offs

Step-by-step plan

Get your own step-by-step action plan

Get to know your coach…

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.

What clients say

“Informative, knowledgeable, friendly and supportive. I feel really excited for start taking action towards my financial goals.”
“Excellent and friendly advice. It’s motivated us to carry out important planning that we should have done years ago, and great ideas for how to plan for the future too.”
“After just 2 calls I feel so much better about my finances and making short and long term plans – such peace of mind.”
“Great service! Have recommended to other members of the team. Has been pushing me to do things I had set a side for a while. I’m thankful.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”

What it costs

STARTER SESSION

Free

First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.

PLAN YOUR GOALS

£299

Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.


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.