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 background in psychology and hypnotherapy has shown me that, in addition to financial education and planning tools, effective financial coaching must also take into consideration our behaviours, beliefs and emotions about money in order to help people achieve their goals.

I love finding out what brings you joy and peace of mind, so you can align your financial choices with your values and what’s important to you – whether that be buying your first home, saving to travel the world, making sure your children are sorted for the future, planning for a comfortable retirement. Whatever your big goals are, my aim is to help you get a grip on your finances and feel good about your money because growing up, money was often a source of stress in my family which meant that I avoided it as an adult.

I trained as a Financial Coach because I didn’t understand the importance of personal finance until I became a mum and I realised how much money I had been missing out on via savings, pensions and investments over the years. My mission now is to help others avoid ‘leaving money on the table’ as I did because, just like in any relationship you have, if you don’t pay attention to money, don’t expect it to pay any attention to you!

I offer a safe, confidential space for you to discuss what’s important to you and your financial present and future. I can help you to:

-Make long-lasting changes to your habits with money

-Have more financial awareness so you can make informed decisions with your money

-Plan for the future whilst enjoying the present

-Bring your goals to life with a financial plan to show you what the future holds and to make sure you stay on track with your goals

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

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.