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Step-by-step plan

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Get to know your coach…

I am a Chartered Accountant and was previously CFO of an entrepreneurial marketing services firm for 17 years.

However, I prefer people to money and now love coaching people with their finances.

Although I have worked with money for my whole career, for many years I managed to neglect my own. Once I had caught up and got my own money organised, I felt a relief of stress that I didn’t realise I had. Like a reformed smoker I now have an enthusiasm for encouraging others to get their money organised.

We’re all different and we all have different money issues – different goals, hopes, expectations, and worries. Yet there’s one thing most of us have in common: money can be a source of stress and a source of pleasure … and it doesn’t matter how much money we have or don’t have.

For me, money coaching is all about listening and understanding a client’s specific situation, and then creating a bespoke plan tailored to the client’s individual circumstances. When we have a plan that fits, we can then work out what we need to do to implement it. And that’s all about breaking things down into easy bite-sized chunks. As we begin to tick these off, stress dissipates; spending money becomes enjoyable (without that nagging guilt); long-term goals and financial security are taken care of; and gone are those insecurities whenever someone talks about pensions or investments or tax relief.

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



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 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.