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…

I have a real desire to help people succeed and am convinced that one of the best ways to do this is to show people how to help themselves, by encouraging them to understand and embrace their personal finances. That is why I’m so pleased to work as a financial coach and help people break down complex and often confusing concepts into simpler, easy to manage segments. Once people have their finances in order, they begin to realise what else is possible!

I have more than fifteen years experience in research finance management at an internationally leading London university. This has provided me with the opportunity to work with a varied portfolio of budgets and an even more varied cohort of budget holders – thus teaching me the skills to adjust my approach to the individual needs and wants of my clients, with respect to their current circumstances and future goals. There is no one right way to manage personal finances and I fully believe in developing tailored strategies to best suit each person I work with.

In addition to my finance management role, I sit on the board of trustees as Treasurer for a national UK charity and have acted in several other voluntary teaching, training and advisory roles. These roles have allowed me to connect with diverse and wide-ranging sections of society.

When not working, I have fun by exploring anything and everything I can – whether that be somewhere close to home in London, or somewhere much further afield. I am happiest when my next trip to somewhere not yet ventured is booked and, perhaps foolishly, say that I will try anything at least once!

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.”
“Great service! Have recommended to other members of the team. Has been pushing me to do things I had set a side for a while. I’m thankful.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”

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.