About You
A new beginning
You may be at a crossroads, or simply in need of a helping hand. With financial coaching and planning, the focus is on you, rather than financial products.
You might want to understand more about your retirement plans or learn how to invest, but in a way that's based upon education and guidance, rather than specific advice.You might want to create financial security for you and your loved ones, but without the pressure of being sold an insurance policy.
Maybe you want to learn how to budget effectively and build financial independence. You may even want to navigate a mid-life career change and gain more clarity on the financial implications.We all have a unique story when it comes to money and a coaching-based approach means that support is bespoke to your circumstances, whilst being entirely independent of any product providers.
Meeting your needs
Tailored solutions whatever your situation
You may be looking for support yourself, or with your partner. Either way, you’re assured of the same friendly, personable service, and decades of professional experience to help you.
Individuals
Money worries can be a huge source of stress, whatever your financial situation. If you’re at the mid to late career stage of life, it can feel particularly daunting.
Whether you’re navigating a career change, setting out on your own or just trying to gauge whether you’re on track for retirement, discover the tools and techniques that will help you gain confidence and clarity.
IndividualsCouples
Your relationship with your loved ones is often closely intertwined with your relationship with money.
By working together, you can learn how to navigate your joint finances and work towards shared goals whilst respecting each others’ individuality.
CouplesDouglas
Abbie
Denise
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.
Are you a financial professional?
If you’re a financial adviser or planner looking to develop a coaching-led experience for your valued clients, you might just find the perfect partner in me. Learn how my training consultancy and partnership opportunities can bring deeper insight into your clients’ financial aspirations, habits and behaviours.
Tell me more
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.
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