Crystal Tse - Octopus Moneycoach
Hi, I'm Crystal!
Let's feel good about money
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4.8 out of 5 on VouchedFor
"I love coaching others to make better money decisions and reach their 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

What my clients say

Get to know your coach…

I spent my previous career as a telecoms engineer for over 11 years. Although I loved the technical side of my job, I missed engaging and helping others directly. Having seen how money related stress and confusion can impact our wellbeing, I felt financial coaching was a natural next step for me to be able to positively impact the lives of others.

For me personally, one of the best money decisions I ever made was to invest in share options with my company. This resulted in giving me the ability to take an 8 month sabbatical. Admittedly, at the time, I invested because everyone else was doing it, not because I was financially savvy! However, this motivated me to learn more about personal finance and now I love coaching others to make better money decisions and reach their goals.

 

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.