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…

After over a decade as a VAT officer reviewing the accounts of companies of all shapes and sizes, I moved into NHS finance, focusing on the continuous improvement of financial processes to build in system efficiencies and find savings which could be redirected into front line care.

Whilst our own personal budgets are somewhat smaller, good financial management is just as important. Healthy finances reduce the stress on our daily lives and creating financial plans help us achieve our dreams.

As a mother to two sons, it soon became obvious to me that money management and even a basic understanding of financial options and products wasn’t covered in depth in schools. I have always sought to plug this knowledge gap for them and give them the confidence to make good financial choices.

Here at Octopus MoneyCoach, we can do that on a much wider scale and I am able to combine my financial and tax experience with our great planning software to paint a picture which helps my clients understand what is possible and how to achieve their goals.

Away from work I enjoy playing table tennis and taking part if the local pub quiz. I’m an avid traveler aim to fit in as many holidays as possible each year.

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.