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.
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.