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My goal is to help people to learn about their finances and discover the best means to achieve their goals! Through my coaching, I sincerely hope to improve not only my client’s finances but also, their well-being through understanding and managing their finances better as I see this as being an essential life skill which is often overlooked.
I am particularly interested in helping people less experienced in finance, learn about mortgages, credit records, budgeting, investment and pension options and provide a holistic service which can cover life choices as well as financial coaching and goal setting.
In my eyes, a great Financial Coach should be a good listener, empathetic, enthusiastic about their client’s goals, non-judgmental with technical knowledge and the ability to explain things in simple, jargon free language.
My spare time revolves around my current building project and my family; we love to be outside somewhere wild; hiking, camping, wild swimming, and I am mad about yoga, photography, learning Japanese and finding the perfect plot to build an eco-house.
COMPANY AND TEAM
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.