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
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.
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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.