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Get to know your coach…

For almost all of my corporate career I worked in IT, in global companies such as Lloyds TSB, American Express and Visa. I was initially technical but very quickly switched to business analysis where I could work with people. After a career break in 2014 with a few months in Toronto, I went to work as Operations Manager for a leadership development consultancy – a very different environment to large corporates, but one that was very rewarding with a diverse range of activities.

Throughout my working life, I have combined the logical, organised, process-focused activities required in IT with a passion for helping others to succeed, taking a personal interest in all my staff and supporting them in their development. To this end I qualified as a coaching and mentoring practitioner with the European Mentoring & Coaching Council.

Financial Coaching is the ideal career for me now – I can use all the skills and experience I’ve gained throughout my working life to help others to get the best out of their finances. Coaching, people and numbers all coming together in one place – what more can a girl ask for?

I like to create a relaxed environment when coaching – it isn’t always easy to confide in a stranger about money, which is traditionally considered a private topic. By creating a safe, non-judgemental space to talk freely, I aim to open up my clients to the possibilities that exist with good financial planning.

When I’m not coaching, I volunteer for SSAFA (a military charity helping people in financial need) and am treasurer for our local community bus charity. I’m also walking the South West Coast Path, although with a husband who has severe vertigo and two bouncy dogs who have no clue about cliff edges, it’s something I’m having to do with friends or on my own!

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.