Don Stewart - Octopus Moneycoach
Hi, I'm Don!
Let's feel good about money
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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…

My name is Donald and I am a Financial Coach based in Swindon. Although I am fully qualified as a Financial Adviser, I chose to become a Financial Coach because my real passion is developing people’s knowledge and confidence and helping them to meet their goals – especially when it comes to making the most of their money.

I provide my clients with a holistic service tailored to their needs and we’ll always take things at your pace and with no pressure.

Unlike traditional Financial Advisers who will recommend a particular product or service, I help you to understand how money works, where and how you spend it and where and how you could put your money to better use.

Depending on your goals, I can also point you in the direction of a variety of helpful, user friendly tools and services to help you get to where you want to be in the quickest and most appropriate way.

Some common themes that I cover with my clients include:

– Saving for and buying a first or new home.

– Budgeting.

– Investing for the future IE for family or long term plans.

– Pensions and Retirement.

– Protection, such as life cover to protect your family and their financial future.

If now is the time that you feel you want to get to grips with your finances and plan for your future, please get in touch so we can discuss your requirements.

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.

ALL ACCESS

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.

ALL ACCESS

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.

ALL ACCESS

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.

ALL ACCESS

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.