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I have over six years experience in the financial industry and over fifteen years experience helping business clients clarify their needs, then translating these needs into project deliverables to meet business goals. This involves one-to-one discussions with the client to plan change in a way that is practical and financially rewarding to the business.
As a financial coach I focus on ascertaining personal financial goals. The most popular goals are first property purchase, budgeting and comfortable retirement! Through one-to-one discussion I will ensure these are achievable by designing a personalised financial plan. I will organise regular catch-ups throughout the year to assure if the goals plus financial plan remain relevant to the client.
In addition to building a personal relationship where I will listen and provide tailored financial expertise, I also help my clients visualise if they are on track for their goals. If not on track, I share the options available to optimise outcomes. My clients are at different life stages with varying levels of financial knowledge, some none, some knowledgeable yet seeking reassurance.
I guide on savings, be that for purchasing a home, pensions or any other goal. I assist on when to invest, how to budget better and financially protect loved ones.
I am a wife and mother; in my spare time I enjoy spending time with family. As well as budgeting through career breaks whilst raising a young family, I take pleasure in achieving bucket list goals such as the family visit to Disney World! I also volunteer as a governor at a local primary school and continue to study towards my CII Level 4 Diploma in Financial Planning.
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.