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…

My goal since I was 18 years old has been to become financially independent and not depend on a job. I didn’t know how I would get there, but I knew I had to be in control of my money and use it in an effective way to reach my goals.

Money affects all aspects of our lives however, it’s not something we’re taught at school. The financial world is full of jargon and complicated products which can make it intimidating and difficult to navigate. I got into financial coaching because I’ve seen and experienced the impact that financial education has had in helping me understand how to plan and take action toward my financial future. I also believe that using your money as a tool means you get to decide what’s most important to you and how you want to spend your money and time. I find it incredibly rewarding to help people achieve their financial goals and create their ideal life.

Before my financial coaching journey began, I worked in 3 different roles all within the financial space during my corporate career – a financial controller for a technology and communications consulting company, in business development for a publicly listed BPO company and as a project manager for a fintech start-up.

My corporate career gave me invaluable knowledge and experience, however, I felt that there had to be something else out of the corporate world which was meant for me. I have taken with me transferable skills, great connections and relevant experience which has helped me start my own business and I finally found something I truly love – working as a financial coach and helping people use their money as a tool to create their ideal 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 Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.

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.

As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.