Financial planning

 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Sharon Jackson-Kerr 
 
2024-07-13
 
 
  
As a creative, I haven't always held my finincial life as a priority but at the start of last year I've made it my #1 focus. I always had an interest in getting my money matters in order but felt held back by a number of things and the biggest blocker I could see was myself! I found Graham in a Google search and met him at a free consultation. I was so impressed by his cheerful, easy-going nature and felt his passion for finances to be encouraging and even contagious! Throughout our sessions, I have beenn able to understand my relationship with money and how I can make that work to my own benefit. I now have a method and rythm that works for me and I am steadily climbing towards my financial goals! I highly recommend Graham's financial coaching services.
  
 
  
 
 
 
  
 
 
 Jane Sharkey 
 
2024-07-07
 
 
  
My husband and I are in our early 60s and contacted Graham to help us with retirement planning because we were overwhelmed with what seemed to be a bit of a ‘jungle’ out there in terms of information.

He helped us take stock of where we were financially and listened carefully to the things we might like to do during retirement. He showed us how to use a planning tool which highlighted the impact of various financial decisions and helped identify future shortfalls, this has been invaluable.

We have now finished our sessions with Graham and feel more financially empowered. Also, we intend to have regular financial health checks with him to make sure we’re on the right path. We would highly recommend Graham for his financial expertise and friendly support.
  
 
  
 
 
 
  
 
 
 Rob Francis 
 
2024-06-24
 
 
  
Graham's been really helpful to me over the last few months in addressing my financial situation, something I've long struggled with. I've appreciated his ability to ask insightful questions, along with practical things such as spreadsheets, links and things to consider as I make decisions. Plus he's warm, level and encouraging in his approach. I have decided to continue working with him over the next year as I continue to engage with my finances. Given we're not usually taught about money and personal finance at school or in our families of origin, working with someone like Graham is a good education – it's never too late!
  
 
  
 
 
 
  
 
 
 Katherine 
 
2023-11-20
 
 
  
I am so pleased I have worked with Graham over the last few months as it has helped me enormously.

Having someone to talk to about all things personal finance who has such a huge depth of knowledge as well as warm and kind manner is so powerful when needing to make decisions around money.

Also knowing that I can go back to him anytime for a top up session should anything arise that I need to get clarity with gives me a feeling of calm.

I would thoroughly recommend Graham to anyone looking to make changes or deepen their knowledge in their financial life.
  
 
  
 
 
 
  
 
 
 Mari Gillingham 
 
2023-11-15
 
 
  
We were at a bit of a crossroads with regards to our finances and Graham helped us enormously to look at where we currently are and sort out a long term financial plan working towards retirement and our kids (hopefully) leaving home! Using the financial planning tool very much helped us to clarify an investment strategy and his coaching approach worked well for us. We would certainly use him again in the future as and when we need further help.
  
 
  
 
 
 
  
 
 
 Morven Houston 
 
2023-10-16
 
 
  
As I approached retirement I needed to review and organise my finances to understand how to set my retirement lifestyle (affordability) and to gain confidence in taking investment decisions (sustain affordability). Graham came through his profile on a Boring Money listing. After an initial meeting where I found Graham to be an excellent listener and a supportive skilled financial coach, together over a short series of meetings we built my financial plan and Graham gave me targeted advice and coaching on key decisions. This was a very empowering process with a tangible output at the end (a ‘lifetime’ financial plan). I now feel well set up for retirement and more confident in handling my investment decisions. Over the medium term I intend to grow that financial confidence and take further financial health-checks with Graham as coach-enabler.
  
 
  
 
 
 
  
 
 
 Vanessa Kettner 
 
2023-09-15
 
 
  
Graham and I began working together in September 2020. I got in touch because several things in my financial ecosystem had changed: I had moved to a new country; I was now in a serious relationship, so there were two sets of finances to think about rather than just one; and the economic fallout from the coronavirus pandemic had tornadoed through my self-employment income. I needed help navigating the new terrain. As a result of working with Graham, I now feel completely empowered and motivated when it comes to what I am creating in my financial life. I have a detailed plan that I work on every day; I have tons of confidence; and I have a bulked-up toolkit. I give Graham my highest recommendation; I would not be where I am today without him repeatedly showing up to draw my dreams out of me and then keep me accountable to their execution.
  
 
  
 
 
 
  
 
 
 Andy Hobbs 
 
2023-06-26
 
 
  
We decided to work with Graham when feeling a lack of control and ownership in terms of managing our finances. Through a skilled, friendly and knowledgeable approach Graham helped us to make some simple decisions, understand the pros and cons of different decisions and feel a life more empowered regarding our finances
  
 
  
 
 
 
  
 
 
 Abigail Nwaocha 
 
2023-06-07
 
 
  
Working with Graham has been absolutely amazing! Over the past six months, it has truly been the best investment I have ever made. Prior to working with him, I felt overwhelmed and struggled to manage my finances effectively. I had goals of saving and investing, but I lacked the knowledge and confidence to take the necessary steps.

Graham has not only helped me establish a solid foundation for saving and investing but has also provided invaluable accountability and support. Thanks to his guidance, I have gained clarity on where my money is going and have a clear plan for my financial future. Despite the unpredictable economy, I have been able to maintain my desired lifestyle without any financial strain.

Moreover, Graham has helped me achieve significant savings goals, including saving for future investments and important expenses. He has also helped me develop a comprehensive financial strategy, including insurance coverage and emergency funds. As a result, I am in a secure position to support both my personal needs and those of my family.

Overall, working with Graham as my financial coach has been a blessing. I highly recommend him to anyone seeking expert guidance and support in managing their finances.
  
 
  
 
 
 
  
 
 
 Thomas Smith 
 
2023-03-15
 
 
  
I was feeling frustrated that I didn't know enough about money to feel empowered. I knew I wanted to learn better habits regarding money. After 6 sessions with Graham, I am more financially empowered than I ever have been. I'm new to business and finance and I have some really great practices and routines in place that work within the unique context of my life. Graham and I worked together to set goals that will help me specifically, and nothing was a one size fits all. All of my sessions were tailored to the goals that I had set myself for a variety of specific and personal reasons. Maybe he should've dropped off some business cards when I left secondary school in 2004!