Comprehensive Financial Review

Expert Eyes on Your Finances To Unlock The Next Level

A personalised financial plan toward your big audacious goals

Before working with Peter, I had a lot of financial pieces in motion but lacked a clear plan for growing my wealth. I wanted to invest in property but wasn’t sure how to do it without putting pressure on my business, and I wasn’t optimising things like my investments, pension, or insurance. The session was eye-opening and practical it took what felt like an overwhelming set of decisions and structured them into a clear, intentional plan - Mel K.

WHO IS THIS FOR?

Our Comprehensive Financial Review is designed for individuals who are serious about taking control of their financial future but need guidance to create a clear, structured plan. It’s ideal for those who have multiple financial priorities and want expert insight to make the right decisions with confidence.

Ambitious Professionals & Business Owners:

You’re earning well but feel like you could be making smarter financial moves.
You want to invest, save, and build wealth without putting pressure on your business or lifestyle.
You need a structured plan to ensure your hard work translates into financial security.

Growing Families & Future-Focused Individuals

You want to secure your family's financial future, plan for big life events, and optimise your money.
You're juggling mortgages, savings, pensions, and insurance but need clarity on how to prioritise them.
You want to optimise your finances today while planning for long-term stability.

Those Facing a Financial
Crossroads

You’re considering a career change, starting a business, or buying property, and need a financial game plan.
You’ve had a financial wake-up call and realise you need better structure and strategy.
You want a clear, expert-led roadmap to help you move forward with confidence.

WHAT YOU GET

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.

Personalised Plan

Get a tailored financial plan designed to help you achieve your biggest goals with expert guidance, practical advice, and a clear strategy to move forward with confidence.

Accountability & Support

Accountability is the cornerstone of sustainable success. After your review, you'll have continuous access to your coach for ongoing support and guidance via email and WhatsApp.

HOW IT WORKS

Step 1: Pre-work

Your pre-work helps us understand your goals and aspirations, forming a key part of the review process. It allows us to tailor a financial plan that aligns with your priorities and ensures your money is working toward your objectives.

Step 2: The Review

During your review, we’ll dive into your goals and aspirations, starting to shape a personalised financial plan to bring them to life. We’ll highlight your strengths, identify potential obstacles, and map out future considerations to ensure you have a practical, future-proof action plan.

Step 3: Post Review

Coaching is all about ongoing support and accountability, we don't believe in leaving you on your own. Life and circumstances change, and we’re here to help you adapt. After your review, you’ll have access to support via email and WhatsApp for any questions, big or small.

Frequently Asked Questions

Do I need to have a certain income level to benefit from this service?

No, this review is about optimising your finances, no matter where you are in your journey. Whether you’re just starting to build wealth or managing multiple investments, this service helps create a clear financial roadmap tailored to you.

How is this different from working with a financial adviser?

A traditional financial adviser may focus on selling products like insurance or investments, whereas this service is about independent, objective financial strategy. You’ll gain clarity, education, and a structured plan without any sales pitches.

What support do I get after the session?

After your session, you’re not on your own. You can email or WhatsApp me anytime if you have any questions, need clarification, or want further guidance. Whether it's a small query or a bigger decision, I’m here to help you stay on track towards your goals.

Will you try to upsell me in the session?

No, there are no sales pitches or hidden agendas in the session. The Comprehensive Financial Review is purely about helping you gain clarity, structure, and a personalised plan for your finances. The focus is on your goals and the best strategy to achieve them, not selling you additional services or products.

How long does the session last?

The Comprehensive Financial Review is typically between 90 minutes to 2 hours, depending on the complexity of your financial situation.

How does this differ from your other coaching services?

The Comprehensive Financial Review takes a deep, holistic look at your entire financial situation, going beyond surface-level advice to build a structured, actionable plan tailored to your goals. Unlike my other coaching packages, which provide a singular focus on one areas of your finances, this session is an in-depth review that covers every key aspect of your finances, including budgeting, debt management, investments, pensions, and financial protection. The focus is on optimisation and clarity, ensuring that every part of your financial picture is working together effectively.

What do I need to fo before my review?

Before your session, you’ll receive a fact-find document covering different financial aspects, along with a timeline exercise to prioritise your goals. To get the most from your session, all pre-work must be completed and submitted at least 48 hours before your scheduled review.

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.

BOOK YOUR REVIEW

One Time Payment

£360

Incl VAT

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