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 love helping people to organise their finances and re-focus on reaching their goals, even if it means starting small.

Ever since watching the MoneySavingExpert and reading the Barefoot Investor, I have been passionate about financial planning and reaching goals that are personal to me, including buying a house. Born in Zimbabwe and through my travels, I have experienced a lot and seen what money can and cannot do. I also enjoy helping people. So what better way to have fun than whilst helping people with their finances!

Financial planning is a constantly evolving journey. As your money coach, I will go on a journey with you. As you share your goals with me, we will work together to organise your finances and help you reach those goals. Time spent with me is like a lovely afternoon decluttering, this time for your finances, so don’t put it off any longer!

Investing time and money in a money coach is a good way of ensuring that you organise your money around your goals instead of the other way round. We help you to improve your finances and reach those important goals you have set for yourself.

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.