James Geddes - Octopus Moneycoach
Hi, I'm James!
Let's feel good about money
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5 out of 5 on VouchedFor
"For me, money coaching is all about listening and understanding a client’s specific situation, and then creating a bespoke plan tailored to the client’s individual circumstances."

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 am a Chartered Accountant and was previously CFO of an entrepreneurial marketing services firm for 17 years.

However, I prefer people to money and now love coaching people with their finances.

Although I have worked with money for my whole career, for many years I managed to neglect my own. Once I had caught up and got my own money organised, I felt a relief of stress that I didn’t realise I had. Like a reformed smoker I now have an enthusiasm for encouraging others to get their money organised.

We’re all different and we all have different money issues – different goals, hopes, expectations, and worries. Yet there’s one thing most of us have in common: money can be a source of stress and a source of pleasure … and it doesn’t matter how much money we have or don’t have.

For me, money coaching is all about listening and understanding a client’s specific situation, and then creating a bespoke plan tailored to the client’s individual circumstances. When we have a plan that fits, we can then work out what we need to do to implement it. And that’s all about breaking things down into easy bite-sized chunks. As we begin to tick these off, stress dissipates; spending money becomes enjoyable (without that nagging guilt); long-term goals and financial security are taken care of; and gone are those insecurities whenever someone talks about pensions or investments or tax relief.

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.