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
In 2018 I decided to trade in my role as an Operations Manager in a busy courier control room, for travelling around India with my wife. A fair amount of financial planning & re-arranging went in to making the trip happen and I found that I really enjoyed the process.
Over the past decade I developed a keen interest in investing. I decided to study for an FSRE qualification at the London Institute of Banking & Finance, with a view to pursuing a new career in financial services. When I saw that Octopus were offering financial coaching, I knew that this was exactly what I wanted to do!
I thoroughly enjoy sharing my knowledge of financial planning, to help others achieve their financial goals. Book in a session now to find out how I could help you!
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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.