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…

So many of us are on auto pilot when it comes to our finances. How would your approach change towards how you use your money if you were working towards life goals such as buying a house, saving for a wedding, retiring early, planning for a family or something else that excites you? As your money coach I can help you stop, reflect & reset your approach towards how and what you use your money on in both the short and long term and help guide you towards achieving those meaningful life goals.

As a society we don’t educate properly on financial literacy and yet everyone of us uses money daily. I have run voluntary Home Budgeting workshops and supported the Young Enterprise at local schools around this very topic. Paths aligned when I wanted to change my career direction and the Octopus Money ethos of making it easy and affordable for individuals to get help with their finances resonated with me.

Analysing numbers, building budgets and explaining complex information in a simplified way to individuals has been the lifeblood of my career as a Chartered Accountant for the last 25 years. By building your personalised financial plan, we can see if you have enough money to fund your current lifestyle, are on track to achieve those goals but also keep an eye on that longer term retirement pot. By providing a relaxed environment for you talk honestly about your finances, I can help you take control of your spending which in turn will free up money for us to have open and informative discussion on whether to save, invest, secure some form of protection and/ or boost your retirement pot.

As your money coach, I want you to make more of your money and help you take steps forward to achieve your life goals! My overall aim is for you to feel confident and armed with the right knowledge to make better ongoing financial decisions so you can build towards that future you desire…

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

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 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.