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

BOOK MY SESSION

Get to know your coach…

Personal finance has been my passion for years, and now I get to talk to people about it every day! I love seeing the impact it makes when someone realises they can make money work for them, rather than the other way around.  I spent 20 years in fashion merchandising doing forecasting, planning and budgeting which I loved. I realised though that I wanted to do something that combined these skills with my love of personal finance and helping people with their money.  I can help you get a clear picture of where your money is going, figure out what you want it to do for you and create a straightforward plan to get you there.  I am organised, logical and practical, as well as being empathetic and supportive. If you feel overwhelmed with your finances, I can help you see the wood for the trees and get you clear on where you want to go.  Having a money coach is like having a personal trainer for your finances! I can set you on a clear path to achieve your goals, motivate you and keep you on track. 

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.”
“Steve has encouraged us to critically consider what is most important to us, what our future aspirations are and what we need to achieve financially to get there.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”
“She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.”

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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.

GET STARTED

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.