As a certified financial coach (CeFC) in addition to being a Chartered Financial Planner, Peter can provide the right service for you, depending on your needs.
When Peter works with you as a financial planner, he will provide solutions, often involving financial products such as pensions, investments, insurance policies etc.
However financial advice is often seen as being for those who have money, who have savings or investments already, or who have a good income.
Financial coaching allows those who might feel they have been alienated from the financial services world to gain the benefit of expert help.
When Peter works as a financial coach, he won’t provide solutions. The conversation isn’t about products. What he will do is help you to explore issues that might be holding you back relating to your finances.
Peter will help you to think of your own solutions to the challenges you face, by asking questions, listening and allowing you to work through your money issues in a safe space.
Peter will not judge you. The whole purpose is to help you, and to work with you, to improve your relationship with money.
There may be some underlying reasons that you are not taking action regarding your money. Perhaps you’ve sought financial advice in the past but you’re not sure how to put the advice into action.
Financial coaching can help you to unlock these negative patterns regarding money.
Financial coaching can make a really profound difference in your life. It allows you to explore what your values are, what you learnt about money as you were growing up, and how those stories from your past impact on your current life. Financial coaching works on changing your beliefs to have a more positive relationship with money.
Financial coaching is forward looking. Working with Peter will allow you to look at your current challenges, explore where these might have come from, without analysing your story. It’s important to understand your story and what might be getting in the way of you moving forward.
What’s reinforcing your current beliefs? What if you had the opposite or a different beliefs? What actions could you take to create new beliefs?
As your financial coach, Peter will check-in with you so that any actions you commit to through the coaching process become a reality. He will ask questions to allow you to really understand where you are, your history, and where you would like to get to.
Finding your own solutions to your challenges is really powerful. This shift can’t be achieved by you being told what to do – you need to own the change you want to achieve.
Ultimately, you need to be ready to explore your money challenges.
If you feel ready to start this process, and to take action to improve your financial life, get in touch for a no-obligation coaching discovery session. This is provided at Peter’s expense to see how he might be able to help you improve your relationship with money.
