Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
I love to help people make the most of their finances by clarifying what’s really important to them and creating a workable and easy-to-follow plan taking them towards their goals and dreams.
During my working life I have been tasked to help develop people’s job skills and abilities. Having realised coaching can help make this process more effective and less painful I decided to train and gain a formal qualification. After qualifying I wanted to focus my coaching on a niche that I was passionate about that could deliver measurable value. Having been a financial adviser for two years it made sense to combine coaching with my financial knowledge and when I saw Octopus MoneyCoach looking for coaches it made perfect sense to get involved.
Very often it’s possible to help clients spot opportunities and develop an easy-to-follow plan to help them reach their financial goals and help make their dreams come true. The process of coaching gives people dedicated time and support to work on their plan, and I will be with them every step of the way to provide encouragement and help them work out solutions to any barriers along the way.
Coaching is increasing in popularity as more and more people benefit from doing the work and taking more control of their lives. I feel coaching works best when focussed on specific aspects of life. Working with a MoneyCoach means you spend dedicated time with a professional trained to help you make the most of your finances, and we all know what kind of effect money can have on people’s lives.
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.