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

BOOK MY SESSION

Get to know your coach…

Seeing how beneficial improving financial wellbeing can be has inspired me to support individuals in taking control of their finances and working towards a more secure financial future for themselves. My experience in HR, with a focus on employee reward, has given me valuable insights into how a great pay and benefits package can play an important role in our financial well-being. Yet, even with a competitive salary and an excellent benefits package, many people face challenges such as debt, limited savings, or not enough in their pension pot for a comfortable retirement. These concerns can significantly impact overall well-being, but when people begin to address those issues, it often feels like a huge weight has been lifted off their shoulders. I am passionate about supporting clients to achieve their personal financial goals, whether it’s buying that first home, learning to budget more effectively, saving for a big holiday or planning for a comfortable retirement. I provide one to one support to create personalised financial plans that are both realistic and achievable, no matter where you’re starting from. As a single parent, I fully understand the financial pressures of making ends meet. I’ve been there, juggling bills, stretching a budget, and still aiming to create a more secure future. That journey has shown me the importance of making informed financial decisions instead of hoping for that lottery win!

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.”
“Steve has encouraged us to critically consider what is most important to us, what our future aspirations are and what we need to achieve financially to get there.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”
“She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.”

POSTED ON VOUCHEDFOR

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.

GET STARTED

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.

Trustpilot

Company & Team

Legal

Disclaimer:

• 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.
• Some of our services are not regulated by the Financial Conduct Authority. Before you use any of our services, we will outline which of those services are and are not regulated by the Financial Conduct Authority to ensure you can make a fully informed decision.

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 Octopus Money Financial Solutions Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.