- Octopus Moneycoach
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Let's feel good about money
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"My superpower as a coach is helping clients to take action. It's a real privilege to watch how this translates into a continually improving financial future."

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 superpower as a coach is helping clients to take action. It’s a real privilege to watch how this translates into a continually improving financial future.

I have a long and varied career working in many sectors from engineering to welfare to work. Somehow I always ended up coaching and mentoring others, so thought it was about time to make a career out of it!

It’s a wet rainy Sunday afternoon – let me sort out my finances…said no one, ever!

A money coach allows a space for you to talk about your financial goals for the future. I’m here to guide you and help to set the actions which will lead to you achieving your goals.

I’m a big believer in set and forget. Once you’re clear on what you want it is a case of setting it up, making any tweaks as necessary, and getting on with enjoying your life!

 

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.

Get your own money plan

See how our coaches create custom money plans with recommendations completely tailored for you.

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.