Alec Carpenter - Octopus Moneycoach
Hi, I'm Alec!
Let's feel good about money
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"I strongly believe that the right support and knowledge is key to financial success."

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 to know your coach…

As a financial coach I am fortunate to follow amazing life journeys, give peace of mind and control back.

I am a financial coach in Prestatyn, North Wales. I transitioned from personal to financial well being after having coached and mentored within the British Army for several years. With over 15 years experience gained delivering projects as an Accounts Manager, I strongly believe that the right support and knowledge is key to financial success.

Understanding personal finances isn’t taught at school, putting many at a disadvantage, especially those entering employment for the first time. A qualified management accountant and property development entrepreneur, communicating the skills required to help clients understand the journey required; whether that may be:

1. Buying a house, saving and getting the right mortgage
2. Planning for a families future; providing long term security and peace of mind
3. Building an investment portfolio right for their needs now, and in the years to come
4. Retirement planning

As a coach I provide a client with not only accountability but a one to one connection to a real person, able to bounce ideas off and adjust their needs when life changes.

For me a healthy understanding and control of personal finances improves mental health. Growing a clients finances is about discovering goals and building a budget able to deliver. As a coach ensuring the client has a good knowledge of budgeting, saving strategies and investments allows them to feel secure and confident to make the right decision for them and their family.

Away from my office you’ll find me chasing after my son on his bike or walking the beautiful North Wales country side with my partner and rescue dog ‘Scrappy’.

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.

See it in action

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.