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 really enjoy seeing the results and wins my clients get to celebrate. Each session brings a more positive emotional mindset for clients around their finances – and in this current economic climate, being stress free and confident in your financial future is priceless. (No pun intended!)

Having worked in the mortgage industry, the financial futures markets and in business operations, managing money was always part of my professional life. I became a coach to help take that experience and make it work for individuals, to support their life goals. Becoming a parent definitely highlighted for me the need to make money and life goals work in unison!

I’m truly excited to be part of a culture that recognises the importance of financial wellbeing for everybody. I’ve experienced highs and lows myself moneywise and I’ve seen how emotive money can be for people, both personally and professionally.

Helping people clarify and achieve their goals, in life as well as around money, is only part of what I find so rewarding as a Financial Coach. I love helping people build lasting habits to improve their financial futures and see their financial plan come to life.

That’s why I love bringing my financial & coaching experience together, to focus you on achieving your goals without stress, with step-by-step support and the space that coaching offers. I so look forward to working with you and celebrating your future too. Welcome to Octopus Money!

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.