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Get to know your coach…

As a Finance Coach, I create a safe, non-judgemental space in which clients can explore their financial goals, become aware of their current financial situation and mindset around money, and put in action a plan to turn goals into reality. As your coach, I will support and guide you to make better choices so your money works hard for you, not just the other way around.

I combine two areas of expertise, as a coach and as a former professional investor, that have the potential to transform lives. Until 2015, I spent two decades in finance, working in wealth management at London based Sarasin & Partners LLP, investing clients’ money into globally diversified portfolios of stocks and shares. After taking early retirement, I
became a life and leadership coach, helping individuals create breakthroughs in their personal and professional lives.

I have two notable skills that have served me well. I am very good at seeing the big picture, and I have a gift of make complex things simple. In my previous profession as Head of UK Equities, I was responsible for the investment performance of GBP 2 billion of assets under management. I am a certified Deep Transformational Coach, and am a student of the ancient Enneagram personality typing toolkit.

As a coach, I invite my clients to explore anything that is impacting their lives and causing them to feel trapped or anxious. I also enjoy working with people who use possibility, not pain, as their catalyst for change. My goal is to make clients feel seen, heard and understood. That is often all that is needed for them to find the answers they are looking for.

I am the author of Leading Ladies: inspiring stories of women who found their purpose with passion. I host the podcast Interesting Lives of Ordinary People (iLoOP).

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.”
“Great service! Have recommended to other members of the team. Has been pushing me to do things I had set a side for a while. I’m thankful.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”

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 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.