About Us

Graham Wells FPFS, Cert CII(MP), CCIBS

As a Fellow of the Personal Finance Society and a Chartered Financial Planner with the Chartered Insurance Institute, I have experienced 30 years working and learning within financial services.

I have spent time as a regulated financial adviser, training consultant, supervisor and development coach. More recently, I have explored more about the human side of personal finance, gaining the Financial Coach Practitioner Certificate from Wise Monkey Financial Coaching. I am also a member of the International Coach Federation (ICF), having completed the Certificate in Professional Coaching Practice with Full Circle Global.

My career has provided me with the privilege of listening to people from all walks of life describe their passions and hopes for the future.

Some people need practical help with day to day budgeting, saving and spending. Others need guidance through the financial maze of pensions, investments, debts and insurances.

Many just need time to be heard. Having someone truly listen, without judgement, to what you want to achieve in life can be transformative. That’s my passion.

I do not sell financial products and I will not bamboozle you with complicated, boring financial jargon. But I can help you build an exciting, personalised financial life plan and empower you to take control of your own financial decisions.


Purpose

GroWiser Financial Coaching was founded to educate, inspire and empower individuals and couples to progress their own journey towards financial wellbeing


Values


Growth

We value personal growth as well as financial growth. It’s the ongoing process of understanding and developing ourselves in order to achieve our fullest potential.

Integrity

The foundation for relationships and trust, integrity is doing the right thing, being honest with yourself and others, and behaving in line with your moral principles and ethics.

Community

The notions of inter-dependence, communication and connection help us leave places better than we find them. Not just our local, geographical communities, but online groups and organisations we care about.

Freedom

The value of freedom cannot be overstated. It’s the ability to live life as we choose and to have financial options in life.

Wisdom

The integration of knowledge, experience and deep understanding to help enjoy a life in tune with our values.


Testimonials

“I’m on fire – thanks! Now I have a clear strategy for finally establishing a regular source of income. Goodbye insomnia, hello to pride in my business”

Corinne, Communication Coach & Trainer, Berlin

“I’m incredibly thankful for Graham’s time, knowledge and patience as he guided me through my financial journey. His delivery is thoughtful and relevant to the individual with a real desire to understand your situation.

He has transformed my financial habits and has given me a clear understanding and, more importantly, confidence of my future wealth. He has turned my financial future into something exciting with purpose.”

Douglas, Events Manager, Edinburgh

“After a few short sessions with Graham, we are now in a much better position financially than we have ever been or even thought possible. For me everyone should have a Graham.”

Colin & Gillian, East Lothian


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