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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.
COMPANY AND TEAM
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.