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
It’s my mission in life to help people. I’ve a lifetime of experience managing my own finances and I’ve learnt a lot of lessons, many of them fruitful, some of them painful. My work is helping people enjoy more of the former and avoid the latter! My reward is making a difference to people’s lives and seeing them achieve their goals.
When I heard about Octopus Money, I immediately thought it was great idea. Everyone has personal finances, but they’re not taught at school or college. We’re all constantly bombarded with financial news and information on mortgages, savings, pensions, ISAs, interest rates, taxes, stocks & shares and so on, but money is not often a topic for conversation with friends or family.
My business career has been in Information Technology and Communications with companies ranging in size from start-ups to IBM and Vodafone. I love unravelling complex situations and making things simpler, better and more effective for all concerned.
Having me as your Financial Coach is like having your own tame financial nerd on hand to inform, motivate, and encourage you. I can be your guide to the way ahead, to help you plan for the future and optimise your financial wellbeing.
COMPANY AND TEAM
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.