Alan Beaton - Octopus Moneycoach
Hi, I'm Alan!
Let's feel good about money
Book your FREE session
"Let me help you build the financial confidence that enables you to take control of your money and achieve your short and long-term goals."

Friendly, 1-to-1 help with all your financial goals

We're backed by the game-changing Octopus group

A certified
B Corp

Authorised
by the FCA

A member of the Personal Finance Society

And our coach training is accredited by LIBF and IFW

Get t0 know your coach…

I spent 37 years as a nurse and senior manager in the NHS, working within physical and mental health settings. I had an incredibly fulfilling career in the NHS and worked with the most amazing and truly dedicated colleagues, helping patients to recover from serious illnesses and achieve their health goals. I feel very privileged to have shared some of the most remarkable journeys with patients and colleagues.

In my second career, I wanted to help people with what has been a long-term hobby and passion for me, finance! Unfortunately, personal finance isn’t taught in school sufficiently or effectively – if at all. It is such an important life skill and money problems are not only a practical issue about being able to afford things but can affect your mental health. For example, worrying about money can trigger feelings of anxiety and panic, and sleep problems, and can adversely affect your social life and relationships.

As your personal financial coach, I want to help you build the financial confidence that enables you to take control of your money and achieve your short- and long-term goals. Making the most of your money really does help you to get the most out of life, whether your goal is to purchase a property, take time off work to look after your children or live off investments and be financially free.

Working with a money coach can help you to explore opportunities for what to do with your money and build confidence in your financial future.

We’ve got people talking

Here’s how it works

Book a time to meet your coach

Tell your coach about your big goals and any money questions in a free starter session.

Decide if it’s right for you

There’s no obligation after your first session. Take your time and decide if it’s right for you.

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Get a fully customised financial plan from your coach

Once you sign up, your coach will start building a full plan designed around your goals – that covers everything from budgeting to saving, mortgages to pensions.

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Get ongoing support when you need it

You and your coach will catch-up every 3 months to see how you’re getting on – and you can message them as often as you need in between.

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Get free introductions to specialists who can help

Ever struggled to find the right money person to talk to? If there’s something we can’t help with, we’ll connect you to best people for you.

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Achieve your goals!

We’ll be the first ones to celebrate with you as you reach your money goals.

Get your own money plan

See how our coaches create custom money plans with recommendations completely tailored for you.

Ready to see what’s possible with your money?

Your first session with me is completely free.

We’ll discuss your goals.
I’ll share some initial tips and tricks.
Then, I’ll explain how the full service works.