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 always had a strong motivation to help other people, although I have spent most of my career focussed on health rather than financial wellbeing! I have a degree in Sports Science, and spent the last 13 years working in Ergonomics – supporting individuals with musculoskeletal issues at work.

I decided to become a financial coach because I am fascinated by personal finance, and coaching allows me to combine my interest in finance with my passion for helping others. Over the years, I have always helped friends and family with running through options for savings and budgeting and have done extensive reading in this area, including completing a number of financial adviser modules.

In my spare time, I play football and cricket at an amateur level most weekends and am generally a huge sports fan. I like to keep to myself fit and healthy too during the weeks, so you’ll often find me out running. I have a young family too, so enjoy spending as much spare time as I can with them.

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.