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.
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.
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.
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.
Provided helpful suggestions for my personal finances and guidance into the important areas I need to consider and improve.
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.
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.