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 been a chartered accountant for over thirty years. Although I found the world of accountancy thrilling, I would always have the greatest job satisfaction working with individual clients who I could nurture, empower and build a relationship with over time. There is nothing more rewarding than seeing a client, work towards achieving their goals. I have also been responsible for developing individuals and building teams of people in the workplace, taking on the role of both a coach and mentor. So in essence, I have been coaching people throughout my career. 

People tend to often know where they want to be and can see where they currently are, but are not sure how to get there. That’s where I come in. Book a session in with me and we will together, come up with a plan to help you achieve your goals and to put some milestone markers in place. 

Working with a money coach will help you make the most of your money as it is, as well as planning financially for what means the most to you in life. Guiding you as you travel along your path, acting as a sounding board and making you accountable for your plan. All in all, helping you to make it happen. 

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.

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.