David Hole - Octopus Moneycoach
Hi, I'm David!
Let's feel good about money
Book your FREE session
5 out of 5 on VouchedFor
"I like to focus on building my clients’ confidence and ability to reach their personal financial goals"

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

We're backed by the game-changing Octopus group

A certified
B Corp

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…

Through my experience and career I have learnt that what I love most, is making an impact by helping people achieve their goals.  I have been helping clients for over 30 years, specialising in Later Life Planning. This includes Pre & post retirement planning, Inheritance Tax Planning, Estate Planning and Long Term Care planning.

As a Financial Coach, I like to focus on building my clients’ confidence and ability to reach their personal financial goals. I am highly motivated by the rewarding sense I feel in seeing my clients achieve their goals and be able to spend their money and time, on what’s most important to them.

At home, I enjoy practising and honing my coaching skills on my five sons. I am keen to keep fit, including swimming, ski-ing, walking and jogging. I love to cook and spend time abroad when possible, including frequent trips to my apartment in Calpe on Spain’s Costa Blanca. Recent trips include Peru, where I trekked Machu Piccu.

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.


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.


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.


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.


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.