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 will help you get a clear understanding of your financial situation and build an action-based plan to achieve your financial goals and dreams.

Life has given me some wonderful experiences which have helped me grow and develop to be the person I am today. I am a natural coach and get great pleasure in supporting an individual achieve their personal ambitions or overcome a problem.

On a personal level, I have a practical understanding of managing my resources to enable my family to have a relatively comfortable life. I have considerable business acumen and experience working as a Senior Operations manager in a major utility company for 38 years, as well as being self-employed. As a maths adult tutor I fully understand the barriers some people have with dealing with numbers and have the skills to help people overcome this.

You will find me very patient and easy to deal with. I love playing sport and being in the outdoors – if a job needs doing in the house I will always try and give it a go. I enjoy a good drama or film on the TV and love live music or theatre.

I believe everyone should have the opportunity to make the most of out of their financial situation. However, I find that either from lack of knowledge, confidence, anxieties, or fears people miss maximising that financial opportunity. I find it rewarding helping people gain the abilities to move forward in their lives, to realise their dreams are possible and to support them on that personal journey.

If you’re reading this then you have already made the first step in recognising you could benefit in getting financial help. I would love to get the opportunity to help you take the next steps to achieve your dreams.

 

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.