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

Get to know your coach…

I grew up being told that money was something not to be discussed and at school no one ever showed me how you should or could manage your finances. As a result, during my first years of “adult life” I did not feel in control of my finances and certainly had no confidence in how to manage all the different aspects – budgeting, pension, savings, etc. Seeing how getting confident and in control of my finances has positively impacted my life, I want to help others achieve that same peace of mind and empowerment.

I have dedicated over 15 years of my career towards helping different groups of people or organisations grow, change, and develop. I have been privileged to work with leaders, leadership teams and business owners to become better versions of themselves and am passionate about making a difference.

I have worked across a variety of industries as a qualified Level 7 ILM Executive Coach. Working in the financial services sector, I supported both individual executives in the development of their careers, and organisations in the building of effective teams. I also have a strong background in the education sector, both as a secondary school Head of Department and as an external coach working with other senior leaders.

I love helping others identify challenges or mindsets that are holding them back from change and then creating clear actionable solutions that helps them navigate towards positive outcomes.

Outside of the office I can be found running in circles after my dog or children, cycling around the country lanes of Berkshire or following my sporting passions of cricket and rugby.

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.