Peter is a qualified Financial Adviser and Mortgage adviser with 15 years experience in Financial Services
Peter is a best-selling author, with his book "The Money Basics: How to Become Your Own Financial Hero". His work received accolades from The Sun, being listed as one of their "Top Books to Turn the Page on Money Woes."
Peter is a renowned Financial Expert has been featured on popular shows such as Steph's Packed Lunch, Lorraine, Secret Spenders (Beat the price rises), Sky News, Channel 5 News, and numerous others.
Session 1: Behavioural Assessment & Goal Setting
We will evaluate your existing financial status, analyse your behavioural patterns, comprehend their implications, and examine how they influence your financial well-being. With this understanding, we'll establish specific financial objectives and chart a course of action to achieve success.
Session 2: Building a Strong Financial Foundation
We will conduct a comprehensive review and analysis of your entire budget. During this process, we'll delve into various budgeting methodologies that align with your unique goals and aspirations. Our aim is to identify practical and sustainable approaches to help you achieve your financial objectives effectively.
Session 3: Debt Management & Utilisation Strategies
We will perform a thorough and detailed examination of your current debt situation, analysing all aspects of your financial liabilities. This review will encompass credit cards, loans, and mortgages. Our goal is to optimise your debt position, ensuring that you can manage your obligations more effectively. Additionally, we will explore strategies to navigate credit cards, loans, and mortgages wisely, empowering you to make informed and prudent financial decisions.
Session 4: Credit Score Review & Optimisation
We will conduct a comprehensive review and analysis of both your credit score and credit report. This in-depth assessment will cover all aspects related to your credit history and financial standing. By doing so, we aim to identify opportunities for credit optimisation and improvement. Throughout the process, we will explore various techniques and strategies that can help boost your credit score. Our objective is to provide you with actionable insights to enhance your creditworthiness and financial wellbeing.
Session 5: Smart Investing & Investing Strategies
We aim to provide a comprehensive understanding of investing, covering the fundamental concepts and exploring diverse investment options. Additionally, we'll assess your current position in the investing landscape to tailor our guidance accordingly. Our focus will be on helping you start your investment journey effectively, identifying the easiest entry points. We'll also delve into risk management strategies, tax efficiency, and other crucial aspects to ensure you have a well-rounded understanding of investing.
Session 6: Program Debrief & Accountability
We will conduct a thorough review of the goals set at the beginning of the program to assess your progress. Through this review, we'll evaluate what you've learned and the changes you've implemented to improve your financial situation. Our focus will be on establishing accountability measures to ensure long-term success in achieving your objectives. By staying committed and accountable, we will work together to secure your financial future and sustain the positive changes you've made throughout the program.
Unlock the secret to financial independence and become your own financial hero with the Basic Formula, explained and unpacked in The Money Basics. This is the ultimate guide to mastering your finances and achieving your financial goals.
This course is designed for:
First time investors looking at the stock market for the first time.
New investors struggling with the basics of how investing works.
New investors worried about losing money because of a lack of understanding.
Anyone confused by the language and options available.
First time investors who want to avoid jargon and need things explained in simple English.
There is significant empirical evidence showing the link between behavioural patterns and poor financial habits. We have several assessments aimed at identifying behavioural patterns that may not be beneficial for you.
Spending Habits Assessment
Money Personality Assessment
Financial Competency Assessment
Money Mindset Assessment
Pete listened carefully to my personal circumstances and made suggestions for me to consider based on that, it was refreshing to have his experience and expertises passed onto me in such a tailored and considerate manner. It was a pleasure, can’t wait for the next one.
Before my session I didn't know what my financial goals and strategies were. I did a lot of research in the background but wasn't confident to take the initial step. After the coaching session I felt confident that I was taking the correct steps and have now opened my accounts.
Coaching has helped me to grow in confidence financially, meaning that I now know I can achieve my financial goals by having clear plans and putting figures to each goal. Especially being self employed, I know have a clear idea with what to do with each pay cheque instead of money just passing in and out of my hands. Im so grateful!
As someone with Dyscalculia (difficulty in understanding numbers) I find numbers and finances a bit daunting. Before the session I felt overwhelmed with which direction to go in with my finances. I felt like a lot of my questions were basic and a little silly but Pete has a really lovely manner, is exceptionally patient and explains things so clearly that even with my difficulty I could understand.