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
Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
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.
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Free
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
£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 Octopus Money Financial Solutions 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.
Some of our services are not regulated by the Financial Conduct Authority. Before you use any of our services, we will outline which of those services are and are not regulated by the Financial Conduct Authority to ensure you can make a fully informed decision.