Services
For financial professionals
If you’re a financial adviser or planner looking to provide further depth to the conversations with your valued clients, you might just find the perfect partner in me. Learn about my training and coaching experience and how you can benefit by working together.
A trusted partner to take you to the next level
Today’s consumers are more aware than ever before of concepts like financial wellbeing and retirement planning, and many are seeking greater control over their investments and affairs. Professional financial advice will always be invaluable, but if you’d like some help bridging the gap, you’re in the right place.
I’m both a Chartered Financial Planner and a fully qualified coach and over my long career, I’ve held positions as a regulated adviser, training consultant and first line supervisor. This broad experience puts me in a unique position to support you and your clients. I can offer financial coaching to complement your regulated advice and recommendations.
This can help customers develop confidence in their behaviours and emotions around money, as well as bringing deeper clarity around their values and aspirations for the future. I can offer bespoke training consultancy on how you can take a more coaching-led approach to your own financial planning practice.
The choice is yours, and I’m ready and waiting to talk to you about it.
BOOK A FREE 45-MIN CHATWhat our clients say
Jon Dodson at Redmill Advance
“At Redmill Advance we are aware of the full range of knowledge and skills required by individuals with the Financial Services industry.
Businesses that understand and embrace this can have a genuine competitive advantage over their peers – especially in attracting new clients and deepening relationships with existing ones.
Graham is a trusted partner in helping the advisers at the businesses we work with make genuine connections with their clients and build financial plans based on personal values and well-defined objectives.
His expertise in a learning environment means that his sessions are memorable, practical and aligned with the culture of his delegates.
In short, Graham delights us and his learners.”
Simonne Gnessen at Wise Monkey Financial Coaching
Asking Graham to join the Wise Monkey training team has been one of the best decisions I've ever made. His input in both the planning and facilitation of our Financial Coach Practitioner Certificate Training has significantly helped to elevate the high professional standard that we reach.
He brings a calm approach as well as a wealth of knowledge, experience and passion to this role. Graham has a gift for balancing structure and clear learning objectives with flexibility to ensure all needs are met. He consistently delivers high quality, fully engaging sessions and facilitates in a style which draws in every participant and helps them achieve a deep learning and transformational experience.
Working alongside Graham has been a privilege and witnessing the impact of his training and facilitation style continues to inspire me in my own role. For any organisation seeking to enrich their training to the highest level, partnering with Graham is a choice you won’t regret.
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.
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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