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My career started in the corporate world, moving from finance to writing and publishing. Gradually I became more interested in personal rather than company matters, partly through my experience in understanding how to manage my finances. (And yes, I made mistakes along the way!)
This process made me realise that the many choices we have today means people need to navigate an increasingly complex financial world. Volunteering as a debt adviser and looking after finances for different family members made me want to help others through their financial journey, sharing knowledge and technique, and this led me to becoming a money coach.
My mission is to work with my clients to focus on themselves and what they want to achieve. We then work together to work out what they need to know, and what they need to do, to get to where they want to be.
The greatest joy for me comes from watching clients realise that managing money doesn’t have to be complicated or be hard work: by taking small steps they can see a clear path ahead to what’s important to them.
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.