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My background has been in banking with 35 years supporting individuals and businesses to achieve their goals. I enjoyed running a number of teams throughout my career the last as an Area director for HSBC, Business Banking. I always looked to empower my teams both professionally and personally to achieve the best outcomes.
As a financial coach I am able to combine my financial experience, with a desire to bring confidence to my clients of their ability to achieve their financial goals, by increasing their knowledge and then building sound financial plans. As a coach I look to stand by my clients to overcome the hurdles that life brings.
COMPANY AND TEAM
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.