Start with a free chat


Chemistry check… make sure it’s right for you


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…

Prior to working with Octopus Money, I specialised in building and running IT test management and delivery teams in the financial services sector. During my career, I developed my coaching skills and found it very rewarding helping and supporting team members to learn and adopt new skills and realise their career ambitions. I enjoyed the coaching aspect of my role so much, I decided to switch careers and become a full-time coach.

I first saw the benefits of personal finance management thanks to a former manager of mine, who helped me understand the basics, and offered practical advice about how I could manage my money and start to saving towards my future.

I have continued to develop my money mindset and share knowledge and techniques with my friends and family. I find it very rewarding seeing them take control on their money matters, be confident in their decisions, and share in their delight as they achieve their goals.

My favourite moments as a coach are when I hear the relief in my client’s voice once they have seen their financial plan and realised they were on track for a comfy retirement. It’s moments like these, seeing the difference it makes to people’s lives, that make being a financial coach so rewarding.

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.”

What it costs



First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.



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.