The all-important details

This might be the first time you’ve considered financial coaching or planning, or you may have some previous experience. Either way, you’ll want to know if the person you’re working with has the appropriate credentials, so you can read about mine below.


In the same way you might check Tripadvisor before choosing where to stay on holiday, VouchedFor is where you’ll find real customer reviews about financial professionals and solicitors. Those with a high volume of positive reviews are awarded Top Rated Adviser status, and I’m delighted to have achieved this accolade for the past 4 years running.

Reviews and Ratings for Financial adviser Graham Wells, Edinburgh

International Coaching Federation

With more than 50,000 members across 166 countries, the International Coaching Federation (ICF) is the world’s leading professional body for coaches of all kinds. As a proud ICF member, I have access to a wide variety of resources that keep me on my toes and help me deliver an even better service to clients.

Institute for Financial Wellbeing

Financial wellbeing is at the heart of everything I do, which is why I felt so strongly about becoming a member of the Institute for Financial Wellbeing. It’s a not-for-profit organisation that shares my desire to help people become not just wealthier but happier and more fulfilled.

Personal Finance Society

My background is as a financial adviser, so I have a long association with the Personal Finance Society (PFS), one of the UK’s key financial services organisations. I hold Fellowship status, which is the highest achievement the PFS offers and demonstrates my deep commitment to the profession. As part of my voluntary duties in this role, I help to teach financial education in local schools.

Chartered Insurance Institute

As holders of a royal charter, the Chartered Insurance Institute (CII) enforces the highest standards on financial professionals through its guidelines and qualifications. Through the CII, I’ve reached the level of Chartered Financial Planner, so you’re assured of well-informed, ethically sound advice from me at all times.

Wise Monkey Financial Coaching

The Wise Monkey Community consists of a group of independent coaches trained through Wise Monkey’s Financial Coach Practitioner Certificate Training.

We are a wide range of people, each with our own terms of business and delivery models. We follow a Code of Ethics to guide our standards of behaviour, and inform our decision-making.

Listen to clients describing their experience

The outcomes you’ll achieve by working with me can make a big difference to your life, but don’t just take my word for it. Hear from real people who’ve already been through the journey.



For the times when you’d like to gain a little more financial wisdom and insight, I’ve made some useful resources available for you to use at your leisure.