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 realise that there is so much value in understanding your personal finances, how they impact you now, and how you can manage them for your future goals. Money coaching is a great way to empower and equip people to do just this. I love guiding people through this life-long journey. 

Eight years ago I attended a money management course, which changed the way my wife and I managed our finances. This transformed and prepared us for the years ahead, with children, extending the house and regular holidays. This led me into training and delivering Budgeting and Life Skills courses that gave real life application to the skills we were teaching. 

Having run these courses and working as a Debt Coach, I came to appreciate what a difference it can make to family life, and for future generations. Coaching, rather than solving our problems, empowers us to make good choices. That’s what attracted me to becoming a Money Coach, I am able to listen and then guide people towards the best decisions for their future. Along the journey, I am able to impart knowledge from my own experience and direct them to the right information for their future experiences. 

I can listen to your past experiences and aspirations for the future, and guide you through any obstacles that may be in your way. Next, I can help you decide what actions to take to achieve your first goal, and continue to support you towards every goal after that with regular catch-ups. By breaking down each goal into smaller actions, and keeping an eye on the future, I can help reduce financial uncertainty and anxiety. This can enable you to get on with the stuff you enjoy. 

A Money Coach can help you understand what is really important to you, and then break it down into smaller, achievable chunks. They will then support you and guide you through your changing circumstances, taking some of the load off all the decisions you need to make along the way.

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.