Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
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!
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.