STEP 1

Start with a free chat


STEP 2

Chemistry check… make sure it’s right for you

STEP 3

Get your personalised money plan

One call for all things money

Talk to a real person

Ditch the robots – get personalised help from a human

Judgement-free zone

Ask us absolutely anything

See your future

Explore different scenarios and trade-offs

Step-by-step plan

Get your own step-by-step action plan

BOOK MY SESSION

Get to know your coach…

The peace of mind that we experience once we have our finances sorted is priceless. Everyone deserves to enjoy life without money worries and to achieve their dreams.

I’m from a poor background – we barely had enough money to learn how to manage! By experiencing my own journey and the real miracles that come from managing your money strategically and with care, it became a personal mission for me to spread the word and help as many people as I could to do the same.

Your relationship with money in the longest one you’ll have in your life. So, the healthier it is, the better! That’s why my approach is to find a way of fitting financial planning into your life and routine in a natural way. After all, we are all busy, right?

Once you learn to deal with your finances strategically and with care, you’ll see your dreams are much easier to achieve!

Having someone who you can talk to about topics as sensitive as your financial worries, plans and dreams is powerful in and of itself. But if that “agony aunt” is actually an expert who knows what she is talking about and will be able to guide you towards your goals, you’ve struck gold!

What clients say

“Informative, knowledgeable, friendly and supportive. I feel really excited for start taking action towards my financial goals.”
“Excellent and friendly advice. It’s motivated us to carry out important planning that we should have done years ago, and great ideas for how to plan for the future too.”
“After just 2 calls I feel so much better about my finances and making short and long term plans – such peace of mind.”
“Steve has encouraged us to critically consider what is most important to us, what our future aspirations are and what we need to achieve financially to get there.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”
“She is always friendly, approachable and professional in her manner. No issue is too complicated for her and I feel safe and calm during her session.”

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What it costs

STARTER SESSION

Free

First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.

GET STARTED

PLAN YOUR GOALS

£299

Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.

COMPANY AND TEAM

LEGAL

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Octopus Money Limited is an appointed representative of Octopus Investments Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered office: 33 Holborn, London EC1N 2HT. Registered in England & Wales under No. 14069098.

Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.

As with all investing, your capital is at risk. If you choose to invest with Octopus Money, the value of your investments can go down as well as up and you may get back less than you invest.