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…

As an Octopus Money coach I see myself as a Money Buddy. Someone to help with one of the major points of stress and worry – namely money! That’s something I love doing.

I have always had a keen interest in personal finance. From my childhood growing up in Birmingham I learnt that your attitude towards money can help or hinder your life. The power of planning and action in personal finance is something I’ve focused on in my personal and professional life.

Before Octopus my career spanned 30 years of working in the corporate world in senior leadership roles. I’ve also setup my own property development business which I still have an interest in, even getting hands dirty from time to time. Away from work I’ve helped set up and manage a local running club.

However, my major focus is my family and Chester my dog. With 3 teenage kids in the house, Chester is the only one who listens to me and I’m the only one who walks him. A symbiotic relationship if ever there was!

Financial wellbeing is a key driver of feeling in control of your life and achieving your goals. That’s something I help with by coaching people to plan for their future and then prioritise their actions.

The road to financial security can seem complicated and daunting. A money coach means you are not
on the journey alone!

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.

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.