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
Ask not what your money can do for you, ask what you can do for your money. As your financial coach that’s exactly what I hope to explore with you.
Along the way, we’ll develop and grow your financial confidence and mastery. My aim is for you to be in full control of your finances, so that money can become a joyful subject to talk about, rather than a confusing topic to avoid.
Who is your favourite sports person? Even the most talented players in the world need coaches to help them to refine their skills and see what they could be doing better.
Therefore, I believe everyone should have access to approachable, trustworthy, knowledgeable financial coaching. With many years experience in private wealth management I can guide you through your financial planning and help you to achieve your goals.
So, together, let’s make it happen!
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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 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.