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
Through my experience and career I have learnt that what I love most, is making an impact by helping people achieve their goals. I have been helping clients for over 30 years, as a Qualified Financial Planner working in the UK, Europe and the Middle East. I have experience in helping clients retire and know what it takes to build a realistic income in retirement.
As a Financial Coach, I like to focus on building my clients’ confidence and ability to reach their personal financial goals. I am highly motivated by the rewarding sense I feel in seeing my clients achieve their goals and be able to spend their money and time, on what’s most important to them.
I live close to the beach in Dorset and am keen to keep fit, including swimming, ski-ing, and walking. I have recently become addicted to Padel (its a mixture of tennis and squash). I love to cook and spend time abroad when possible, including extended trips (Spring and Autumn) to my second home in Calpe on Spain’s Costa Blanca.
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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.