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 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.

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 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.