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…

I have 15 years experience in education, teaching and leading in schools in the UK and internationally, with my last role being a Secondary School Head Teacher. My subject specialisms were Business, Economics, ICT and Personal Finance. I am also passionate about personal and professional development and have been involved in training consulting and coaching for the past 10 years.

Coming from humble beginnings, I was an avid saver as a child. I achieved my childhood goals of buying myself a pay as-you-go mobile phone at 16. I then went onto purchase my first car, with insurance fully paid for the year, and an international holiday at 18.

Through budgeting and utilising different sources of savings, investments and lending, I continued to use my financial savviness into adulthood. By making my money work for me I managed to achieve some of my biggest life goals, including buying my dream home at 28.

Since then I have continued to live life to its fullest by ticking things off my bucketlist and being a frequent traveller. I want to help others with their finances so they too can realise their dreams.

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 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.