Start with a free chat
Chemistry check… make sure it’s right for you
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.
POSTED ON VOUCHEDFOR
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.