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…

As a coach, it’s possible to provide people with life changing direction that impacts their future financially. Being part of this journey is a real motivation to help others. 

I always say to my clients “If I had had this access to financial coaching and guidance 10-20 years ago…my decisions, actions and confidence with money would have led to a very different outcome and much earlier.” Learning in isolation meant my journey was much slower as a consequence and this delay would have cost me – literally. This helps me to understand the value and difference we can make. 

As an accredited mentor, helping others succeed is where I get my energy and I genuinely care about the changes you can make, those small or big steps you need to take to achieve your ideal. Sometimes all it takes is a simple discussion and proactive nudge to make things happen but those things can have significant impact. I know it is not always an easy path, complicated terms, ambiguous financial language, not knowing what the options are – I felt the same on my journey. The complexities of freelancing, contracting, running side hustles, navigating the unknowns and what this means for your finances- I get it. That’s what I can bring to our coaching sessions. 

Providing others the ability to have frank, open discussions around money really changes the narrative our belief systems have shaped and I love that this can be disrupted for the better. As a result, people feel more empowered and confident about what decisions they make and what is achievable. If you want to make a change to your ‘now’ then the first step is taking some action.

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.