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Step-by-step plan

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Get to know your coach…

I love it when my clients make progress towards their goals. Money is a valuable tool to help you live your best life. Every little action you take builds up and takes you a step closer to your dreams. 

My own personal finance journey has led me to realise how we lack financial education in society. As a result, some people bury their hands in the sand and ignore the numbers in their bank accounts, others struggle with debt or rising living costs while others don’t know how to make the most of their savings. 

With a background in teaching and training, coaching has been a natural and rewarding progression for me. I enjoy working closely with clients to change their mindset, improve their money management skills and work towards their financial goals. 

I’m here to help you learn to manage your money in a way that works for you, your lifestyle and your dreams. It can be hard to make sense of investing or figure out if and when you can afford to buy a house. So hard that many of us put off these questions and leave dealing with our finances for “a rainy day”. 

Together we can discuss your dreams and plan realistic actions that help you move closer to achieving your goals. 

Working with me as your coach means you don’t have to go it alone. I can help you gain clarity as we discuss your situation and your financial goals. I’ll also guide you to useful resources and encourage and support you throughout the year we work together. 

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.”

What it costs



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.

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.