Una Phelan - Octopus Moneycoach
Hi, I'm Una!
Let's feel good about money
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My goal as an Octopus MoneyCoach is to empower people to take control of their finances.

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 am a Personal Financial Coach based in the beautiful city of Edinburgh and I coach UK wide via Zoom. I am a Chartered Accountant by profession and spent the first chapter of my career with KPMG one of the big six accountancy firms.

My goal as an Octopus MoneyCoach is to empower people to take control of their finances and to develop a Personal Financial Plan with the aid of our budgeting and planning software to work towards reaching your goals whatever they may be – perhaps it’s to climb the first rung of the property ladder, take time out to travel the world or finance further study, plan for your childrens future or maybe save towards an earlier retirement etc.

Having re-evaluated my own work/life balance some years ago I understand the importance of turning dreams in to reality by making your finances work harder. I took the leap of faith and fear from secure employment to the challenges of self-employment. This kickstarted my real interest in what motivates people to make changes in their lives and led to me studying for a diploma in Transformational Coaching.

I provide a Personal Financial Coaching service to clients at a price that is affordable to all. This includes ongoing support during the year to revisit and refocus on your goals. The initial 30 minute free Discovery call is an opportunity to have an informal chat and see if there is synergy for us to work together to enable you to make your money work harder to achieve your financial goals.

My clients are a range of people of varied ages, incomes and backgrounds who work and live in the UK, are more than 5 years from retirement and have some investable assets.

Outside of work I have a love of the outdoors; cycling, hiking, travelling and enjoying social time with family and friends.

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.

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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.