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 previously served as a British Army officer for 7 years, so I bring with me a particular understanding of both the unique challenges of Forces life and the public sector package/pension arrangements. I saw first hand the stressful impact that out of control personal finances can have on someone’s life, but also the capacity that a bit of planning and organisation has to further improve a solid foundation.

I subsequently spent some time working in Asset Management in Business Operations, gaining insight into the machinery of the financial markets and how investment products are put together. I also developed a particular interest in ethical/sustainable investment and am passionate about helping people, particularly women, understand how investing can help them – it’s not as daunting as it can first appear!

My favourite part of coaching is gaining a holistic understanding of your unique situation, then helping you to understand those key aspects that can positively impact your circumstances and make you feel a whole lot more secure.

In my spare time (when not running around after my toddler daughter!) I like to pursue any opportunities for adventure and travel I can, if it involves skiing and/or diving so much the better. I have also enjoyed volunteering for veterans’ charities and singing in a choir.

Thank you for reading; don’t hesitate to get in touch if you would like to discuss how we can improve your financial future together!

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

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 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.