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I spent over 20 years working as an information specialist in the UK and Africa, before becoming part of the online learning revolution at the turn of the Millennium – setting up some of the first computer-based learning centres and eventually managing over £80m of government funding. I subsequently set up a successful organisational development consultancy where I developed my love of coaching, working closely with many senior executives.
I was initially attracted to financial coaching because I have been very fortunate to receive help managing and planning my finances over the years, which has put me in a comfortable position financially. As a business owner I’ve also seen first-hand how greater financial literacy has helped my employees wellbeing and overall health, and allowed them to be happier in their work.
There’s still a stigma attached to talking about money, so I love working with clients to break down these fears and provide a safe environment for them to discuss their finances without fear of judgement. I often break the ice with one of my own money stories – back in the 1980s people told me I was “daft” to pay £18k for a small house in a trendy Manchester suburb. I ended up selling it for £60k 5 years later! I don’t get it right every time but it’s a fantastic feeling when your due diligence and thorough financial planning pays off.
My coaching style places a great emphasis on developing genuine empathy for my clients and their situations, whether they are deciding how best to invest a windfall, or worried about paying off their credit cards. I give them a safe space to consider their options from all angles, showcasing different scenarios. Many things we discuss have more than just financial considerations, so I like to take an holistic approach to financial planning, factoring in my client’s personal circumstances and lifestyle preferences.
Away from work I’m an avid reader. In particular, I love anything by John Steinbeck. He’s a master of descriptive prose and has an incredible way of perceiving the human condition. If I had to choose only one of his books, it would be East of Eden. I couldn’t recommend it more highly!
COMPANY AND TEAM
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.