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
Having been somewhat of a personal finance geek for many years I now take great pride in being a Financial Coach and part of the Octopus Money team, helping people from all walks of life do better with their finances.
I have maintained a keen interest in all things personal finance since I helped my parents to get out of a tricky financial situation while I was studying at University. Since then I have kept a very close eye on my own finances and those of my family and friends – helping out with guidance whenever appropriate.
I became aware of Octopus Money while helping my mother-in-law with her finances after the sad death of my father-in law. I stumbled across the Octopus Money website while researching something for her on Google and I was immediately struck by the mission Octopus Money are on: to provide accessible, affordable, straightforward financial services to millions of people across the UK. Having delved a bit deeper I decided this was something I absolutely had to become a part of, hence here I am!
Prior to starting my new career as a Financial Coach I spent around 14 years working in highly technical roles within the UK Sonar Industry – including software and system design and consultancy and technical leadership, putting my Master of Physics degree to good use! I then decided to start my own company to do something completely different, initially offering Search Engine Optimization and Social Media Marketing services to local businesses before moving onto a number of e-commerce projects.
When I’m not helping people with their finances you’ll typically find me trying to keep up with my [now grown up] 2 sons, either out in the North Devon or Cornwall surf, camping, or hiking up a [big] hill somewhere. You may also find me puffing and panting my way around a touch rugby pitch, or tinkering with my [rapidly rusting] 1980s VW camper.
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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.