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…

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! 

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.”
“Steve has encouraged us to critically consider what is most important to us, what our future aspirations are and what we need to achieve financially to get there.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”
“She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.”

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.