Graham Wells

Graham Wells

Wellstech Financial Ltd t/a GroWiser Financial Coaching

0330 038 8938
Based in Haddington
View location
Top Rated 2026
Verified since: January, 2022
Financial Coach

A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.

5 out of 5

51 reviews

Checks carried out by VouchedFor

  • Not Regulated by the FCA

    Last checked: N/A

    Graham does not perform an FCA-regulated role, and Graham is not accredited or monitored by an FCA-authorised firm

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Graham has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Financial Coach

    A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.

    Last checked: 06 January 2022

    A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Graham has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Graham has provided information on their typical fees

    Graham has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • Trained by Wise Monkey

    Date passed: 01 May 2015

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Graham

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Graham (based on 13 first impressions)

I love helping individuals and couples to develop financial knowledge, self-awareness and make bold, exciting plans for the future. I do this independently of product providers and do not provide regulated advice or manage money on behalf of clients. For some, this can be a stepping stone towards regulated financial advice. For others, it's all that's needed to carve out a path to financial independence or freedom. Either way, the big benefit is to gain a sense of financial wellbeing, which helps support the other areas of life that are so important. Across my 30+ years in financial services, I have spent time as a regulated adviser, supervisor and training consultant, reaching Fellowship of the Personal Finance Society. I now run my own financial coaching practice, which brings together a blend of money mentoring and behavioural coaching. This highly rewarding role brings financial planning to clients who may not want or require regulated advice, but want to be empowered to design their future. Outside of personal finance, you'll find me exploring the UK with my family in our VW campervan, paddle-boarding, walking the mountains of Scotland and playing the bagpipes or bass drum with the local pipe band.