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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.

Steve Codman

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What clients say

Securing your family’s future
“Very supportive and encouraging. I really feel like I have someone who is helping me plan for the future and create a strategy that will benefit my family in the future.”
Retiring early
“I’m feeling more confident about retirement now – we’ve put a clear plan in place, and I’m on track to retire even earlier than I thought.”
Buying a dream home
“I’m so excited – I can finally see exactly when I’ll be able to buy my dream home. Having a clear plan makes it feel real.”
Growing your family
“I felt really understood. As a woman, she understood why I might want to reduce work or take a break for my family. We worked together to build this into my plan.”
Leaving a legacy
“Really knowledgeable and quickly focussed in on what would benefit me most – inheritance tax, lasting power of attorney and when I’d actually like to retire. I’m feeling more confident about my plans.”