Your Coach, is a successful business owner and financial planner. He holds a B.Comm from Galway University and a QFA since 2001 and CFP since 2014. He sold his Brokerage in 2025 to dedicate himself fully to training and coaching other Financial Advisers and Planners without any conflict of interest.

His experience as an Independent Financial Adviser since 1998 in the area of Financial Planning, Protection, Investments, Pensions, Asset and Personal Finance, lead to him introducing Lifestyle Financial Planning Services before it became popularly known as that.  Clients would range from business owners and professionals to workers and executives as well as their families.

As Financial Planners know, working closely with dozens and dozens of clients brings out other skills that helped move them into the direction of life that they want.

These skills are really Coaching skills and brought about enormous life changing results for those Clients and are the very same skills Peter is bringing to PFP Coaching to help you launch or improve your Professional Financial Planning Service.

“My work directed towards providing Financial Solutions and Financial Plans to clients, providing appropriate Wealth Management Strategies and Investment portfolios to attain their goals and protect their lifestyle and resources. A Professional Financial Planning Service incorporates all of these elements plus a clear list of agreed actions to attain and maintain the client’s desired lifestyle.

Once I found the type of financial software I was looking for in Prestwood's Truth from 2008 and then Voyant Software, I was able to fully illustrate the clarity needed for client decision making to help them achieve the life they wanted with the product solutions they needed. 

Over the years I have dedicated myself to learning proper Financial Planning. The purpose of ‘Professional Financial Planning Coaching’ (PFP Coaching) is all about showing other financial planners how to create a true value proposition to every type of client and how to deliver it systematically.

Professional Financial Planning is not just helping people ‘reach your goals’ and ‘making the most of your money’. It's so much more important than that.

It's about helping clients achieve a better, happier life by making the most of what they’ve got- including their time and their potential as well as their overall financial wellbeing.

I believe a dedicated Financial Planner can do more for clients than any other Profession when it comes to helping them achieve their ambitions.

Yet many advisors struggle to be paid for this impact because of outdated sales models. PFP Coaching guides you through creating, communicating, and delivering a professional service that clients understand and value. We combine coaching, training, and processes to help you confidently charge for your advice and grow your practice sustainably.

PFP Coaching teaches Financial Planners how to do this profitably for each client every time, irrespective of their personal circumstances and financial ‘net worth’, as remarkable as that seems.

Once you have your win-win fee-based Value Proposition and your efficient PFP System delivering results, you have a recognisable ‘professional’ service. A service without constant sales pressure and much more in alignment with your knowledge, your skills and your values.

In other words, you have a more meaningful service for your clients, as well as for yourself.”