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…

My career started in the corporate world, but 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!)

The personal finance world has changed enormously over those years, leaving so many people scratching their heads with unanswered questions. Can I afford to move home? What about starting a family? Or saving for my children’s future? Am I on track for the retirement I want?
These are just some of the vital questions I help clients with – and can help you with too.

My role is all about understanding your situation, what you want, and anything standing in your way. It’s about developing a practical and workable plan to show the best route for you to achieve your goals, and understand what actions you could be taking starting from right now to make them happen.

Still not sure if I can help you? There’s only one way to find out. Book in a call with me now, and let’s have a chat. The sooner you get started with a plan, the more comfortable you will feel about your finances, and the better placed to live the life you want.

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.