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
Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
I’m passionate about serving and helping my clients plan to achieve their financial goals. I genuinely care about their needs and always work hard to ensure they have the confidence, knowledge, support and the right mindset to transform their life.
I want to help you plan to achieve the goals that are important to you, and empower you to make decisions that will lead to a secure financial future.
I always take the time to listen and understand your needs and how together we can create a plan and strategy to achieve what’s important to you. It’s always about you, NOT me.
You will have access to a financial expert who also has the skills to empower you the individual, to take those important first small steps towards a brighter financial future that once seemed impossible.
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Free
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
£299
Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.