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Explore different scenarios and trade-offs

Step-by-step plan

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Get to know your coach…

My name’s Michael, and I’m here to help you become confident about your financial future.

Before becoming a coach, I had a career as an Account Manager, partnering with companies to help them achieve their business aims. I enjoyed the thrill of business negotiations and creating strategies, but my deeper calling was to empower individuals to improve their overall quality of life. I became a financial coach because I recognise the importance of money in all areas of our lives, from relationships with others to our emotional wellbeing.

Unfortunately, money concerns are the number one cause of stress and poor mental health for people across the UK. When people feel confident about their finances, they’re confident in other areas of life. This is why I’m dedicated to supporting clients achieve a greater sense of financial clarity and wellbeing.

When you book a free Financial Planning Call with me, the very least you’ll get are suggestions and recommendations that you can start to implement straight away to improve your finances and work towards your goals. If you decide to sign up for the full service, you will benefit from my ongoing coaching and support. I’ll help you become knowledgeable about the opportunities that will improve your finances as well as any potential pitfalls to be aware of.

The first step of this process is to join me on the free Financial Planning Call. What do you have to lose?

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.”
“Steve has encouraged us to critically consider what is most important to us, what our future aspirations are and what we need to achieve financially to get there.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”
“She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.”

What it costs



First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.



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.