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
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.
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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.