Steve Codman - Octopus Moneycoach
Hi, I'm Steve!
Let's feel good about money
Book your FREE session
I love to help people make the most of their finances by clarifying what's really important to them and creating a workable and easy-to-follow plan taking them towards their goals and dreams.

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…

I love to help people make the most of their finances by clarifying what’s really important to them and creating a workable and easy-to-follow plan taking them towards their goals and dreams.

During my working life I have been tasked to help develop people’s job skills and abilities. Having realised coaching can help make this process more effective and less painful I decided to train and gain a formal qualification. After qualifying I wanted to focus my coaching on a niche that I was passionate about that could deliver measurable value. Having been a financial adviser for two years it made sense to combine coaching with my financial knowledge and when I saw Octopus MoneyCoach looking for coaches it made perfect sense to get involved.

Very often it’s possible to help clients spot opportunities and develop an easy-to-follow plan to help them reach their financial goals and help make their dreams come true. The process of coaching gives people dedicated time and support to work on their plan, and I will be with them every step of the way to provide encouragement and help them work out solutions to any barriers along the way.

Coaching is increasing in popularity as more and more people benefit from doing the work and taking more control of their lives. I feel coaching works best when focussed on specific aspects of life. Working with a MoneyCoach means you spend dedicated time with a professional trained to help you make the most of your finances, and we all know what kind of effect money can have on people’s lives.

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.