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…

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

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.