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Wealth management built around you - from one of the world's strongest banks.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We provide clients with a clear vision of their financial future.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Making dreams a reality since 1979

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.

We're here to help you achieve your dreams.