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Explore different scenarios and trade-offs

Step-by-step plan

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Get to know your coach…

I love hearing about people’s stories and dreams and helping to make them a reality. Money is all too often a roadblock, but through coaching, I can help people make it an enabler of their dreams instead.

My mission is to empower other people to lead their best lives, and financial empowerment is at the heart of this. I have seen too many people struggle with their finances or lack the confidence to take full control of their financial future. Without these in place, it can be difficult to achieve the dreams you have for your life and it can cause significant anxiety along the way. Helping others overcome this is why I decided to become a financial coach with Octopus Money.

As your coach, I will help you think through and clarify your financial (and life!) goals, both short and long-term, by listening to and understanding your needs with empathy. Whether you want to buy a house, start a family, retire early, travel more or switch to a more fulfilling job, we can create a plan for the future you want.

In doing so, I will guide you through the strategies you can take to achieve your plan as your accountability partner, helping you build up your confidence and giving you the clarity you need to feel in control.

There are so many places to start when it comes to managing your money that it can be difficult to know where to begin. Money coaches are great because they can simplify the process for you, focusing on what is important and helping you with tangible actions to achieve your goals. They also stay on top of the latest changes in tax, pensions, insurance and savings products so you can navigate towards your goals as effectively as possible.

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.