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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!
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.