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…

My role as an accredited Financial Coach, is to help you navigate the financial minefield that sits between you and your personal financial goals, be that of buying a home, retiring early, saving for your kids, protecting loved ones or just being better able to manage your money.

I am an energetic and committed wife and mother who has juggled multiple roles in various industries, to ensure that my family enjoys a comfortable life. My passion for financial independence and well-being is rooted in an appreciation for the opportunities that financial freedom gives to individuals; whether it’s being more present in the lives of those that
matter to you or having an impact on the things that are important, my goal is to help you realise your hopes and dreams.

Having 4 grown-up children, there’s nothing I haven’t seen or heard when it comes to the challenges of establishing a good financial foundation and working towards your ideal future. Conversations around money are often very difficult, my goal as a coach is to provide you with a safe space to have those conversations leaving you feeling equipped and empowered to make confident decisions when it comes to your money and taking the next steps.

Having embarked on a financial freedom journey of my own, I have experienced the world of working, progressing through various sectors from social care to service brokerage, to setting up a business of my own in the property and investment space. My journey to seeking fulfilment in my work has led me to financial coaching.

In my spare time, I am a keen squash player and cyclist, on my faithful bright yellow Brompton bike. I am an avid podcast listener, audiobook fanatic and committed learner, who finds pleasure in keeping up to date with key personal financial and wider macroeconomic trends, all whilst working towards my CII Diploma in Financial Planning.

Having read my profile, if you are keen to take the next steps on your journey towards your personal finance goals and financial independence, please contact me.

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 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.