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 discovered my passion for financial organisation, structures and strategies while studying a degree in accounting in South Africa. My enthusiasm comes from many years working as a coach for the UK’s leading financial education charity for young people and delivering lectures and workshops to the UK’s top universities.

My partner and I now work 90% remotely with a base in Canary Wharf on a Dutch barge. We travel extensively, saving and investing our way into a secure and comfortable future. Having time to focus on other passions is also a key priority for us, so when I’m not coaching or lecturing, you’ll likely find me hiking, supporting an exciting start-up or in front of an easel with a paint brush!

So, grab yourself a coffee or tea and book me in for a free discovery session. Tell me about your setup and what you’re doing or not doing. Let’s discuss an optimal setup that leaves you in a stronger position and will enable you to achieve your goals sooner and more wisely if possible. If you’re unclear on some of your goals, that’s fine too, that’s where we’ll start. Ultimately, we’ll discuss what actions you can take today to better your situation with enough flexibility to enjoy the ride. The earlier you start planning the better off you will be.

If you’d like to continue beyond the first session, it costs just £20.75 per month (and significantly less if your workplace offers Octopus MoneyCoach as an employee benefit). You’ll get a financial plan, and a link to my diary for half hour sessions, as many as are needed, via phone or video call. Whatever supports you best.

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.