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

I spent 33 years in the cut and thrust of the corporate IT world, delivering multi-million pound projects around the globe. Now I’ve turned my long-standing interest in personal finance into a new career as a financial coach.

My particular interest is pensions, and I love the part of the process when I reveal to a client what their pension income could look like. Many people have never seen that and it’s a great way to bring realism into what is often a hazy subject, and to implement any changes which are needed before it’s too late for the client to retire early like they always hoped.

Away from my desk I play drums in a rock and pop band, and will often be researching and trying out new songs in my music room. When I get outdoors I enjoy cycling and playing with my grandsons.

My biggest passion remains helping people realise their financial dreams; many people vaguely know what they want to save for and when they want to retire, but few have had the time to put a plan in place to get there. Our sessions together allow the client headspace to address this most important topic, and remove the lurking uncertainty that there’s more they should be doing.

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 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.