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…

Having worked in commercial and retail finance for over 30 years, I have developed specialisms in customer service, financial planning and budgeting.

I believe the key to being a good financial coach is having technical knowledge and more importantly the ability to listen and connect with what really matters to my clients. I aim to give good clear guidance without jargon, helping clients achieve their financial dreams and goals.

I love connecting with people, showing them how they can achieve what they want and giving them a new perspective towards money. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears.

In my spare time I enjoy walking, photography and spending time with my grandchildren. Being an avid runner I have ran several marathons raising a lot of money for charity. I enjoy the sense of achievement both of these activities bring.

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.