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…

What I love most about being a money coach is making a tangible difference in people’s lives. I want to help them reach that point where they realise they are in control of their finances and not the other way around. Helping people replace stress with confidence and make empowered financial decisions is incredibly rewarding.

After several years of working in audit at a Big 4 accounting firm, I took a career break that made me face the reality of a dip in my finances. It opened my eyes to how much mindset, not just maths, drives our money choices. As I rebuilt my financial foundation, I felt a growing pull to help others do the same. So many people are smart, capable and hardworking, but still feel lost or stuck when it comes to money. That’s what led me to become a money coach; to bridge the gap between knowledge and action. 

When we work together, you’ll be met with empathy and zero judgment. I’ll support you in creating a personalised plan that aligns with your goals, lifestyle and values. Whether it’s improving your budgeting, planning for saving for a home, or your children’s future or building a strong retirement strategy and lots more. We will break everything down into simple actionable steps. Because as the saying goes, ‘a goal without a plan is just a wish’.

What makes working with a money coach so powerful is the accountability, clarity and encouragement you gain. You don’t have to do it alone. With the right support, you can make smarter choices, build stronger habits and create a future you’re proud of. 

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

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.