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Graham
Contributor

Graham Wells

Financial Coach & Chartered Financial Planner

East Lothian
Likes24
Rating
Graham
Contributor

Graham Wells

Financial Coach & Chartered Financial Planner

East Lothian
Likes24
Rating

This profile page is for Graham Wells, Financial Coach & Chartered Financial Planner on Boring Money Advice. This adviser directory allows you to browse trusted, vetted financial advisers. Enter your location or use the advanced filters to find the perfect match.

About Graham Wells

I’m the founder of GroWiser Financial Coaching and although I no longer recommend specific financial products, I remain a Chartered Financial Planner and Fellow of the Personal Finance Society. As a member of the International Coaching Federation, I empower clients to make their own financial decisions and improve their relationship with money.

I love helping individuals and couples, mostly in their 40s and 50s, to develop financial knowledge, self-awareness and make bold, exciting plans for the future. I do this independently of product providers and do not offer regulated financial advice. My key aim is to help clients develop a sense of financial wellbeing, which supports the other areas of life that are so important.

Across my 30+ years in financial services, I have spent time as a regulated adviser, supervisor and training consultant. Now, my financial coaching practice brings together a blend of money mentoring and behavioural coaching. This highly rewarding role offers financial planning to clients who may not want or need regulated advice, but want to be in control of their own financial future.

Likes
Playing bagpipes and drums
Hillwalking
Family trips in our campervan
Dislikes
Traffic jams
Confrontational politics
TV adverts

Information

Specialisations

Investment and savings
Financial coaching
Pensions

Qualifications

Chartered Financial Planner
Certification in Financial Coaching

Fee structure

Fixed £ fee