Get to know your coach…

As a Money Coach I love being able to support people to take control and maximise their finances to help them achieve their short, medium and long term goals. I enjoy being able to support clients with a variety of needs whether these are saving for life events, retirement planning, budgeting to name a few. 

The last 12 years of my career, prior to becoming a money coach, were spent in banking. My time was spent supporting customers with their personal finances, and managing a team of colleagues supporting customers in financial difficulty. I’ve always had an interest in personal finance as well as in helping others, this led me to look for a new opportunity to develop further. Becoming a money coach through Octopus Money appealed to me straight away, I felt that this opportunity will allow me to support people in a way that I’ve not been able to previously in my career. 

Not only do I have significant knowledge and experience in finance but I also take personal pride in my ability to listen to my clients and understand what their main goals and concerns are. I take pride in being able to combine both of these skills to ensure I am supporting them in the best way possible. 

Working with a money coach allows clients to prioritise their goals and finances to achieve what is most important to them. A money coach helps clients in ensuring they are on the right track, being accountable for their own finances and provides a partner to support in ensuring they achieve their goals.