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

BOOK MY SESSION

Having worked in The City of London in Finance for nearly 30 years, specialising in Investments and Fund Management. I have a real passion and deep understanding of the industry as well as helping investors make the right choices to suit their circumstances.

I discovered financial coaching recently, but realised I have essentially been a coach though out my career, supporting teams and clients along the journey. It is something I absolutely love doing, and something I find incredibly rewarding to see someone grow in confidence with money, earnings and investments.

Outside of number crunching I am a big fan of sport in general, with a passion for Rugby Union. My team is Leicester Tigers, who have rediscovered their roar…

So grab a 30 minute slot, let’s shoot the sporting breeze and then get down to the nitty gritty of letting me help you drive towards those future goals and smooth out those potential bumps in the road.

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.”

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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.

GET STARTED

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.

COMPANY AND TEAM

LEGAL

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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.