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…

✓ Empowering Your Financial Journey with Octopus Money ✓

Are you tired of the hushed conversations and uncomfortable silences that surround the topic of money?

Well, you’re not alone.

Many individuals find discussing finances to be a taboo, an unspoken challenge that often stands in the way of their financial success.

That’s where I come in – as your dedicated Financial Coach at Octopus Money, I’m here to help you break down these barriers, transform your relationship with money, and guide you towards a future of financial empowerment.

Imagine a world where you confidently understand and manage your finances, where you’re equipped with the knowledge and skills to make informed decisions that pave the way to your financial goals.

Together, we’ll embark on a transformative journey, arming you with the tools needed to overcome obstacles and create a clear pathway to success with your money.
My passion is rooted in guiding you towards greater financial security.
I thrive on making the seemingly daunting task of financial planning and managing money approachable, understandable, and even enjoyable!

Together, we’ll navigate through various financial landscapes, and I’ll be your trusted companion every step of the way.

Here’s How I Can Help You:

Budget Planning: Let’s demystify the world of budgeting. I’ll show you how to create a budget that aligns with your financial goals and lifestyle, giving you control over your spending and savings.

Investments: Explore the world of investments with confidence. I’ll help you understand the different options available so that you can make decisions that work for you.

Pensions: Secure your future with smart pension planning. I’ll guide you through pension options, ensuring you make informed decisions that lead to a comfortable retirement.

Saving to Buy a House: Dreaming of homeownership? Together, we’ll design a savings plan that brings you closer to turning that dream into reality.

Making Savings Work Harder: Your money should work for you. I’ll share strategies to optimise your savings, making them more efficient and effective.

Saving for Special Events: Whether it’s a wedding, a dream holiday, or a life-changing event, I’ll help you save strategically so you can cherish those special moments without financial stress.

Saving for Your Family: Planning for your family’s future is a beautiful commitment. I’ll assist you in creating a secure financial foundation for your loved ones.

Ready to Take the First Step?

If you’re ready to embark on a journey towards financial confidence and success, why not take the first step?

I’m genuinely excited to connect with you, listen to your goals, and offer guidance tailored to your needs.

Remember, banishing financial taboos and achieving your financial dreams is entirely within your reach.

Let’s work together to make it happen.

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.