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
Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
As a coach of over 15 years, I am dedicated to helping clients achieve their goals and realise their dreams. I am also a Transformation Coach and take a holistic approach to financial coaching. I love helping clients break through old habits, behaviours and mindsets to improve their financial situation. Financial wellbeing is essential to our overall health and wellness, and my goal is for clients to become confident and secure about their financial future.
As your coach I will help you gain clarity around your financial priorities and how to achieve your goals. With raised awareness and a clear plan forward, I will guide and support you on your journey to turn your goals into reality. Personal and professional development is my passion. I enjoy working with clients who value an ongoing relationship as this helps you to keep on track with your plans, however your circumstances may change.
I can help you:-
– Create a clear action plan forward to build a better financial future
– Identify any money blocks and shift to an empowering mindset
– Make long lasting changes to your money habits
– Increase your financial awareness so you feel confident to make informed money decisions
– Enjoy the financial planning process – I explain things in simple, jargon free language
– Stay on track and hold you accountable so you can achieve your goals
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Free
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
£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.