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
Ditch the robots – get personalised help from a human
Ask us absolutely anything
Explore different scenarios and trade-offs
Get your own step-by-step action plan
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.
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Free
First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.
£299
Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.