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Get to know your coach…

I’ve spent the majority of my career in Finance and have more than 30 years as an accountant specialising in Tax. I spent the last 17 years of my Finance career working overseas across Central and Eastern Europe as a Tax Partner for a Big 4 Firm.

Since returning to the UK in 2017 I have been self-employed as an Executive Coach and Personal Development Trainer. To help clients achieve their goals, I like to provoke some new thinking by challenging clients’ thoughts about their finances, in a supportive environment.

What’s your favourite book?

My favourite book is Four Iron in the Soul by Lawrence Donegan. Written by a young musician/journalist who spent a year on the professional golf circuit caddying for a journeyman golfer. It’s all about their struggles on the tour, the ups and downs of their relationship as the caddy tries to help the golfer, and personal relationships on tour more broadly. I first read it more than 20 years ago and it’s interesting to read now from the perspective of trying to advise somebody on something that’s very important to them. Not one of the “classics” but the funniest book I’ve ever read.

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



First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.



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.