Start with a free chat


Chemistry check… make sure it’s right for you


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…

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.

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



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



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.