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

BOOK MY SESSION

Get to know your coach…

I love helping people see that managing your finances need not be difficult if you approach it one step at a time.

I’ve been an accredited coach with Octopus Money since February 2023. Throughout my career, what I found most rewarding is helping others understand and achieve what they want. 

My several years’ experience as a programme manager means that I am used to breaking things down into manageable steps, and identifying barriers to achieving the end goal.

I’ll draw on my coaching experience to really listen to what’s important to you. I’ll demystify financial concepts and help you understand how they apply to you.

Together, we’ll create a holistic financial plan.  And together, we’ll visualise what you need to do to be in the best financial position to achieve your goals. 

Working with me as your money coach is a fantastic way to create a brighter future.

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.”
“Steve has encouraged us to critically consider what is most important to us, what our future aspirations are and what we need to achieve financially to get there.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”
“She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.”

POSTED ON VOUCHEDFOR

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.

GET STARTED

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.

COMPANY AND TEAM

LEGAL

FOLLOW US

LinkedIn

Instagram

Twitter

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 Octopus Money Financial Solutions 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.


Some of our services are not regulated by the Financial Conduct Authority. Before you use any of our services, we will outline which of those services are and are not regulated by the Financial Conduct Authority to ensure you can make a fully informed decision.