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Get to know your coach…

I am a Personal Financial Coach based in the beautiful city of Edinburgh and I coach UK wide via Zoom. I am a Chartered Accountant by profession and spent the first chapter of my career with KPMG one of the big six accountancy firms.

My goal as an Octopus MoneyCoach is to empower people to take control of their finances and to develop a Personal Financial Plan with the aid of our budgeting and planning software to work towards reaching your goals whatever they may be – perhaps it’s to climb the first rung of the property ladder, take time out to travel the world or finance further study, plan for your childrens future or maybe save towards an earlier retirement etc.

Having re-evaluated my own work/life balance some years ago I understand the importance of turning dreams in to reality by making your finances work harder. I took the leap of faith and fear from secure employment to the challenges of self-employment. This kickstarted my real interest in what motivates people to make changes in their lives and led to me studying for a diploma in Transformational Coaching.

I provide a Personal Financial Coaching service to clients at a price that is affordable to all. This includes ongoing support during the year to revisit and refocus on your goals. The initial 30 minute free Discovery call is an opportunity to have an informal chat and see if there is synergy for us to work together to enable you to make your money work harder to achieve your financial goals.

My clients are a range of people of varied ages, incomes and backgrounds who work and live in the UK, are more than 5 years from retirement and have some investable assets.

Outside of work I have a love of the outdoors; cycling, hiking, travelling and enjoying social time with family and friends.

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.