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…

I love helping people to make a difference in their life with a plan that achieves a balance between spending today, and making sure that savings work hard for future dreams.

After 25+ years working for a big financial institution, in many roles up to middle management, it was time to focus on what I really enjoy and am best at: helping people, planning activities and financial management. A money coach role fit perfectly – this is my passion. I enjoy it immensely and that helps ensure it makes a difference to you.

Working together we can make sure your current outgoings are understood and are streamlined and that you have a saving approach that makes your money work harder for your future spends – holidays, house deposit, house improvements, a new car, mortgage pay-off or retirement planning. I’ll be here to answer any financial questions you have, to clarify jargon, to guide towards both clear prioritisation and decision making and to help you make changes that work for you.

Our busy lives easily distract us from focusing on finances. Our education system didn’t give us or our parents good financial awareness. Our natural tendency is to muddle through.

This is where I as a Money Coach will help you!

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.