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Working with a money coach provides a safe, secure, informative and unbiased environment where you can openly discuss your financial objectives and lifetime goals. I love it when people reach their potential and reap the rewards that come from it. So seeing clients become money-confident by taking some simple steps along side a planned approach to make their money work hard for them, is very rewarding.

Providing a secure life for my family has been a top priority, influencing my career and life choices. Yet, it wasn’t until ten years ago that the penny dropped that being financially secure meant more than just chasing the money. I had goals and tried to figure out how to achieve them whilst balancing the demands of family and work life, the everyday cost of living and making the most of every precious day. 

I started dabbling in personal finance, creating a budget, getting a better understanding of the tax system; pension basics; the different investment options; and how technology could help keep me on my pathway. The key learning has been had I not made the choice to do something about it, I would be in a much less fortunate position than I am today. 

I then discovered money coaching with Octopus Money from an article in a national newspaper and went “Bingo, that’s for me. I now have an avenue to help others trying to figure it all out”

Financial wellbeing should play a key role in life and, much like looking after yourself, has its roots in building strong foundations, creating a pathway towards achieving your goals and taking ownership for your desired outcomes. As your money coach I can help you to start the conversation, to build a life-time plan and a pathway to achieving your objectives whilst remaining by your side throughout your journey. 

I’ll keep it real, I’ll be authentic and always remain human! So, grab a coffee and let’s have a chat.

Paul Lee

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What clients say

Securing your family’s future
“Very supportive and encouraging. I really feel like I have someone who is helping me plan for the future and create a strategy that will benefit my family in the future.”
Retiring early
“I’m feeling more confident about retirement now – we’ve put a clear plan in place, and I’m on track to retire even earlier than I thought.”
Buying a dream home
“I’m so excited – I can finally see exactly when I’ll be able to buy my dream home. Having a clear plan makes it feel real.”
Growing your family
“I felt really understood. As a woman, she understood why I might want to reduce work or take a break for my family. We worked together to build this into my plan.”
Leaving a legacy
“Really knowledgeable and quickly focussed in on what would benefit me most – inheritance tax, lasting power of attorney and when I’d actually like to retire. I’m feeling more confident about my plans.”