Read about Clare on VouchedFor
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
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Explore different scenarios and trade-offs
Get your own step-by-step action plan
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.
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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.