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Get to know your coach…

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.

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.