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Step-by-step plan

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Get to know your coach…

To achieve your goals, you need a plan. A clear, actionable, sustainable, and relevant set of steps that you can take towards your personal success is what we’ll work on together. I want you to feel empowered to make the best financial decisions to fulfil your life’s ambitions.

A friendly coach by your side to help along that journey is what inspires me most. It might be providing you with greater understanding of your current situation and areas to focus on for improvement. Or, simply allowing a safe space to discuss your personal finances and any stumbling blocks you may have experienced. Coaching can also help keep you accountable to yourself and on track towards the goals that you’ve set.

I believe my career in financial management, spanning over 30 years, provides the technical knowledge behind the financial planning piece of the coaching process. I have been responsible for budgets, cashflows, and money management from large construction project budgets to billion-dollar insurance company cashflows to small non-profit/charity financial management. I have developed and improved the ability of these organisations to manage and reach their goals for continued growth and prosperity.

When I’m not helping others with their financial goals, I’ll be out sailing on Free Spirit, my home away from home. Always keeping in mind, “I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” – Jimmy Dean

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.