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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.
COMPANY AND TEAM
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.