Services

Designed to help you enjoy financial wellbeing

It’s never too early or too late to seek professional support and your financial journey is unique. For some people, the focus is on shorter term goals like getting financially organised, finding a better way to repay debt or learning how to save and invest. For others, it could be longer-term uncertainty that's creating anxiety. It's hard to visualise your financial future and whether you can afford to retire one day, change career or start your own business. With GroWiser, you can choose from two helpful routes designed to get you where you want to be.

Services

Designed to help you enjoy financial wellbeing

It’s never too early or too late to seek professional support and your financial journey is unique. For some people, the focus is on shorter term goals like getting financially organised, finding a better way to repay debt or learning how to save and invest. For others, it could be longer-term uncertainty that’s creating anxiety.

It’s hard to visualise your financial future and whether you can afford to retire one day, change career or start your own business. With GroWiser, you can choose from two helpful routes designed to get you where you want to be.

Financial coaching

From practical matters like understanding your financial position to helping you feel more positive about money, financial coaching will give you the tools you need to become confident, self-reliant and in control.

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Financial planning

A good financial plan gives you greater clarity about your longer-term goals and reveals the pitfalls to avoid. Work with me to create a tangible lifetime cashflow forecast that helps you to visualise your financial future.

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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.

Free

Resources

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.

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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.

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Get in touch

You’re bound to have questions about what financial coaching and planning can do for you, how it works, and why I’m different. Whatever’s on your mind, reach out, and I’ll do my very best to help.

Book a free 30-minute chat

To find out more about what it’s like to work with me, let’s meet up for a chat. View my calendar to find half an hour that works for you. Our first meeting is completely free of charge, and there’s no obligation to sign up to any of my services.

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Ask me a question

    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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