Comprehensive Financial Review
MOT your finances with our Comprehensive Financial Review
Just like an annual MOT helps ensure that your car is running smoothly and is safe to drive, a financial review can help ensure your finances are in good shape and on track to meet your goals
The holistic coaching session to review my current (and joint) financial situation has been very insightful and informative. I’m pleased that we got to discuss options available, and I’ll definitely act on some of your recommendations that I hadn’t considered before. They will certainly be very beneficial for a better financial future. Thank you!
– Kate Williams
MEET YOUR COACH
Peter Komolafe
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.
WHAT WE'LL COVER
In our 90-minute session, we conduct an all-encompassing exploration of your finances, aiming to pinpoint areas for enhancement. By the session's end, you'll receive an honest financial assessment and an actionable improvement plan. Please note, this service does not offer any financial advise on investments, mortgages or insurance policies.
Goals Reviews
Budget Review
Saving Review
Investment Review
Debt Review
Insurance Review
Actionable Plan
Ongoing Support
WHAT’S INCLUDED
Expert Coaching & Support
Embark on your transformative journey with personalised one-on-one support from an expert coach. Gain a comprehensive view of your finances and clear actionable improvement plan.
Money Psychology
Uncover your behavioural barriers with our behavioural assessments. Explore your Money personality type, spending habits and so much more as we delve into the subconscious aspects of your finances for meaningful improvements.
Accountability & Ongoing Support
Accountability is the cornerstone of sustainable success. Within the program, you'll have continuous access to your coach for ongoing support and guidance.
WHAT YOU’LL GET
By the end of the review you will have renewed financial confidence and receive a clear action plan to address any areas of financial concern, empowering you to make significant improvements.
Pre-work for the review
Upon scheduling your review, you'll receive a comprehensive fact-find document to examine various financial aspects such as budgeting, debt, savings, insurance, and more. A timeline exercise will aid in prioritising and documenting your goals. We emphasise thoroughness for optimal results in our review process. To ensure a successful session, kindly complete all pre-work and forward it to your coach at least 48 hours before the scheduled review.
In the review
In the 90-minute review, we will centre our discussion around your goals and assess how your finances align with them. While acknowledging your strengths, we'll prioritise areas for improvement to ensure goal achievement. We'll also explore future considerations, focusing on immediate improvements and providing actionable steps to achieve them.
Post Review
Following your review, you may have questions or need further clarification. For ongoing support and accountability, your coach will remain accessible via email and WhatsApp.
WHAT CLIENTS HAVE SAID
I was looking for some honest feedback and I feel Peter got down to that and gave me some really clear advice with practical solutions & recommendations.
Nick Ormerod
Provided helpful suggestions for my personal finances and guidance into the important areas I need to consider and improve.
Paul Kranenburg
Its definitely given me more confidence to pursue making my own business and has also helped me massively in setting milestones and goals for my future.
Tom Lack
Really helped me see where I'm missing opportunities to maximise income and preparation for the future. My husband and I are having a massive planning session this weekend.
Stacey Leigh Ross
BOOK YOUR REVIEW
We solely provide coaching services and do not offer financial advice on investments, pensions, or insurances. Our comprehensive financial review is tailored to identify potential gaps in your finances and recommend a customized plan to address them.
