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

Having previously worked as a Financial Controller at Airbus UK for more than 35 years, I took voluntary release in 2021 to become a Financial Coach.

I made this career move because I realised how little people in the UK talked about their finances, I had seen how money concerns can cause individuals to worry about their finances which in turn can impact their health, relationships and their work.

My aim is to understand what the individual want to achieve in life, their hopes and dreams for the future, to provide them with clarity to make the right financial decisions by improving their financial knowledge and with guidance, to help them achieve their future goals.

Regardless of age, salary or background, personal finances can seem complicated my goal is to demystify this topic and provide non judgmental guidance to help people enjoy both their current life and their future life.

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.”
“Great service! Have recommended to other members of the team. Has been pushing me to do things I had set a side for a while. I’m thankful.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”

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 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.