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
I love helping people get their money under control and start taking control of their financial future. It is a liberating feeling.
I have a family of 5 kids, including a very disabled son. I have had to manage the family finances throughout my career, making mistakes along the way, and having many sleepless nights. When I finally got advice on how to manage and plan my finances more effectively, my life turned around. I want to help others get the knowledge and skills they need to reward the hard work they put in day to day.
I will be there for YOU. I help you think through your priorities and deal with any fears, and together we will come up with an achievable and practical plan. I will then be there to encourage and help you act on the plan and overcome any challenges you face.
I am someone on who is on your side, who will listen, and who will help you build a plan (and always done with a smile and sensitivity). I will stay by your side to turn your hard work, into achieving the goals you want for your life.
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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.