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…

Let’s talk about finances, this shouldn’t be uncomfortable but to most people it is. I am passionate about helping people break this feeling and take control of their finances.

Money is a taboo subject, often being avoided by most. I want to break that stigma as I believe we should all talk about finances and the impact it has on everyday life. With the world at your fingertips, it is easy to get lost and overwhelmed when trying to navigate your finances. I believe everyone even from a young age should be given the knowledge on how to have a good relationship with your finances.

My goal is to help and support you in your financial journey, I want to give you the information and confidence you need to have that positive relationship with your finances. Your mindset will play a vital part and I am highly motivated for you to achieve your personal financial goals. You don’t have to be highly educated in finances to succeed and my non-judgemental approach will be a recipe for success.

As well as my passion for helping people with their finances, I am also a voluntary peer support worker, my desire to help people extends beyond just Octopus Money! That being said, I understand the pressures of everyday life and can relate to most situations but a big benefit of working with a coach is not only helping support you to make your finances successful, but keeping you accountable and 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.”
“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.