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
I love meeting people from different walks of life and helping them move closer to their goals. In a way, money is the least interesting bit of the conversation! As a lifelong learner, I am energised by growing my knowledge in new areas: for me, money coaching complements other skills and interests. You can drive positive impacts quickly and that’s rewarding.
Like many people in their 20s, I was anxious about money. I didn’t have much of it, so I had to learn how to manage a tight budget and pay down debt, while renting in an expensive city. Over time, I created new habits that set me up for success.
Working in financial services for 25 years has given me lots of practical insight into different financial concepts and budgeting approaches. Using those, I’ve achieved many of my goals, including working in Australia, buying a home in London and having a career break to spend time at home with my kids. I’ve also created a growing pension pot to help me retire when I want to. Along the way, I’ve coached colleagues to grow their business skills and manage wellbeing and performance at work.
A common goal for my clients is keeping their future options open. There’s no denying that having enough money allows us to do that. I can help you visualise and build a personal financial plan and more importantly, take action! Plus I can help you make updates to your plan when you’ve hit your goals, or they change, or life throws something unexpected into the mix. I’m here when you need me.
Even the most sophisticated financial advice and powerful tech can only take us so far. For most of us, money is a bit boring and complicated. It’s much easier to make decisions and get things done when you have a trusted money coach on your side.
Money is simply an engine that powers up our hopes and dreams, moving us forward in our lives. The best coaches don’t limit you by judging your starting point. As Octopus Money coaches, we see your potential, not the size of today’s bank balance. We care about guiding you to your destination and we also want you to enjoy the journey!
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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.
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 Octopus Money Financial Solutions 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.
Some of our services are not regulated by the Financial Conduct Authority. Before you use any of our services, we will outline which of those services are and are not regulated by the Financial Conduct Authority to ensure you can make a fully informed decision.