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Explore different scenarios and trade-offs

Step-by-step plan

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Get to know your coach…

I have spent more than 35 years helping people understand their paradigms about money and coaching clients to believe they can change their beliefs and obtain different results. I love that it is a mutually rewarding experience.

Until giving up my regulated adviser status in January 2023, I was a Society of Later Life Advisers accredited Long Term Care Specialist. I have also been trained as a Dementia Champion.

My many years of professional experience and knowledge, combined with “common sense”, give a real ability to listen to what is of importance to my colleagues and clients and then walk with them to assist them to succeed. I am now focusing on coaching individuals to make decisions and changes that will significantly improve their financial wellbeing.

Money is only a means of exchange and understanding how to make it work “for you” is crucial.

A pilot flying from London to New York clearly knows where they want to get to, but they do not fly in a straight line to their goal. They make many course corrections to deal with the unexpected and ensure that they arrive safely. Working with me as your money coach will assist you in reaching your financial goals swiftly and securely.

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



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 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.