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Explore different scenarios and trade-offs

Step-by-step plan

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Get to know your coach…

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.

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



First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.



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.