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…

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.

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.