financial coaching and planning
GroWiser Financial Coaching was founded to educate, inspire and empower individuals and couples to progress their own financial journey towards financial success. With a blend of coaching and mentoring, you can design your future and enjoy financial wellbeing along the way.
“You’re in safe hands”
Let Douglas explain how we helped him take control of his money.
Overcome money anxiety
Most of us feel a degree of anxiety about money. Sometimes it’s a niggle at the back of the mind, such as a vague need to prepare for retirement. Other times, it can be total overwhelm. From day to day budgeting, to the planning and achievement of lifetime goals, our relationship and understanding of money can impact our wellbeing.
No commission or % based fees
Financial coaching does not involve the sale of financial products and it’s not regulated advice. It’s about empowering you to take control of your own finances and to build your desired lifestyle.
Regulated financial advice usually requires a minimum level of savings. Often, the fee will be a percentage of the money managed on your behalf. So, depending on the level of your wealth, this can add up to many thousands of pounds over the years. Financial coaching is an investment in yourself and can help you generate and manage your own wealth.
Financial education and confidence with money is key. Combine this with step by step actions at your own pace and you’ll soon be on the road to financial success.
Financial coaching may not be for everyone, but it’s worth looking into. For example, if your situation is very complex, we may suggest helping you to find a regulated adviser. Or if you have challenging debt concerns, we may refer you to a debt charity.
Why not get in touch to discuss whether financial coaching could work for you?
Get in control of your daily finances and demystify the seemingly complex world of money.
Financial Life Planning
Discover what’s most important to you. Identify your values and create a path to your lifetime goals.
Invest in ongoing mentoring to help build and maintain the right balance for you between work and play, wealth and health.
Click here for more details about our Financial Coaching, Financial Life Planning and Ongoing Mentoring packages.
GroWiser Financial Coaching is a trading name of Wellstech Financial Ltd. Registered in Scotland, company number SC491686. Registered address: 18 Knowesley Park, Haddington, East Lothian, EH41 3TB.
We are not regulated by the Financial Conduct Authority and will never recommend or provide opinion on the suitability of financial products such as pensions, investments, insurance contracts or debt arrangements. We can help you understand your relationship with money and plan for your future financial peace of mind, but we are not a financial intermediary. If you need specific advice, you should seek the services of a regulated financial adviser or a regulated debt counsellor.