Need a different time? You can reschedule up to 24 hours before your session.
How it works
01
Book your session
Choose a time that suits you and complete your booking.
02
Send your fact find
Fill in a short fact find at least 48 hours before, so Peter comes prepared and your 90 minutes go on what matters.
03
Your session on Zoom
90 minutes, one to one. We work through your goals, your money and what to do next.
04
Your written report
After the session you get a report setting out your plan and next steps.
05
Follow-up on WhatsApp
Questions as you put the plan into action? Message Peter directly.
In their words.
Three of Peter’s coaching clients on where they started, what changed, and where they are now.
Get debt free
“For the first time in many years, I'm excited to work on my finances.”
Nasiyr
Before
I had credit card debts I couldn't clear, and I found it hard to save consistently. I felt shy, anxious and a bit embarrassed that I wasn't where I needed to be.
What tipped it
I needed one-to-one, hands-on help from someone reputable who'd helped others through the same issues.
What stood out
We went through every credit card balance and made a realistic plan to clear them. Peter explained it so simply I wondered why I hadn't thought of it before.
Since
I'm far more conscious of my spending, and I can realistically see myself debt free by the end of the year.
Get financially secure
“There is no such thing as no way forward. There is always a way.”
Janet
Before
I never had an overview of my finances. No budget, no emergency fund, and a fear-driven approach to money that kept my head buried in the sand.
What tipped it
I realised that on my salary I still felt poor and lost. Rather than sink, I decided to take action.
What stood out
It was relatable. Peter had a similar background, so I wasn't just talking to an expert but to someone who understood. I left with clear action points the same day.
Since
I have a plan to save £650 a month for an emergency fund, something I'd never had, and for the first time I can see a way forward with my home.
Build wealth
“I came in looking for clarity and a plan, and left with that plus ideas I hadn't even considered.”
Mel
Before
I had a lot of financial pieces in motion but no clear, structured plan for growing my wealth, and I kept second-guessing my decisions.
What tipped it
I wanted unbiased, expert guidance, and an outside perspective on what I wasn't considering.
What stood out
Some of my hesitation around investing was a mindset issue, not a real financial constraint. And I never felt pushed towards a particular product or service.
Since
I've gone away and confidently put it into practice, knowing I've had expert eyes on it first.
Coaching is for you if
You want one clear plan for your own situation
You'd rather talk it through than work through a course
You want someone to look at the whole picture with you
You're ready to act on what you decide
You'd rather work one to one than in a group or community programme
Peter spent 18 years in UK financial services, working across retail banking, corporate banking and wealth management in Canary Wharf. Along the way he qualified as a Financial Adviser and Mortgage Adviser. He's the author of The Money Basics (HarperCollins).
As seen on
Questions
Is this financial advice?
No. Coaching is financial education. Peter helps you understand your options and build a plan, but doesn't give regulated, personalised financial advice.
Do I need to prepare?
Yes, a little. You'll fill in a fact find at least 48 hours before your session so the time goes on your plan, not on gathering details.
Can I reschedule?
Yes, up to 24 hours before your session.
Is the session recorded?
Yes, so Peter can write your report accurately. You'll be told at the start, and the recording is deleted once your report has been sent.
What if I need to cancel?
You have 14 days from booking to cancel. If you cancel before your session, you'll get a refund minus a fair amount for any preparation already done. Once your session has taken place, it can't be cancelled or refunded. The coaching terms have the full details.
