Graham Wells

Please provide a brief comment about your experience with Graham

Graham is kind, a good listener and engaging. His knowledge is extensive and I learnt a lot about myself and the wider world of money during our exploratory session. Would definitely recommend

What were the circumstances that caused you to initially look for a financial coach?

I wanted to explore my relationship to money, as I knew this would help me better understand my fear and panic around all things financial, and in particular with regard to a recent inheritance. I had previous experience of coaching so knew that this approach would work really well for me.

How has Graham Wells helped you?

Graham provided exactly what I was looking for. This included the opportunity to explore my long-held and limiting beliefs around money, the chance to understand where they came from and how they shape my feelings and behaviour, and the necessary prompts and tools to see things from a new perspective. He offered everything I expected from an experienced coach, including allowing me to lead the direction of the sessions. It was also so useful to be able to tap into his extensive financial knowledge when appropriate. I felt so confident asking Graham questions on specific topics (such as tax and pensions) which have helped me better understand elements of the financial world I have always felt were beyond me.

Have you seen the outcome you were hoping for?

I feel so much more empowered to manage my financial life with confidence now. This is huge. I simply couldn't have reached this place without Graham as a coach.

What were the circumstances that caused you to initially look for a financial coach?

Money was a constant stress for me, I had no idea about money management and how best to future proof my finances. I had been to a financial advisor but came away feeling more stressed as was not what I had expected or needed, then heard about Graham and financial coaching which sounded much more what I was looking for.

How has Graham Wells helped you?

Graham was enormously helpful. From the very beginning, he took time to identify my specific needs so we had a clear plan and my priority areas were all covered. He went on to provide really tailored advice and guidance, as well as sending on helpful resources. He managed to answer a million questions in a really accessible way given I started with such limited knowledge.

Have you seen the outcome you were hoping for?

Yes, absolutely. I have shifted from feeling continually anxious about my finances to having a much better grasp and plan going forward and actually feel like I know what I'm doing! It's been an unexpectedly empowering process.

What could they have done better?

Nothing - Graham was super friendly, really responsive, knows his stuff inside out, and couldn't have been any better!

What were the circumstances that caused you to initially look for a financial coach?

I looked for a financial coach because I was worried about my financial future and realised I wanted someone to help me who had knowledge but could also consult with me about my choices and future without having a tie in to financial products.

How has Graham Wells helped you?

The service supported me on so many levels; by bringing clarity and analysis to everything I was able to see what I need to do to keep my lifestyle and cash flow viable for the rest of my life. This was a huge relief to understand! The puzzle I had been ignoring definitely got solved.

Have you seen the outcome you were hoping for?

Yes. The resulting clarity motivated me to make my self employment more viable and I now have confidence for the future of my business as well. I have a plan for my cash flow so I can know I am secure in the future, I know the parameters I need to live by. I have motivation.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial coach?

My husband and I were looking for someone to help us build our confidence in managing our finances and to help us create a plan for the future. Graham was recommended to us by a friend and was exactly what we were looking for.

How has Graham Wells helped you?

Graham helped us have informed conversations about our finances, take decisions about our finances today, and build a financial plan for the future. He was also really adaptable to our learning needs.

Have you seen the outcome you were hoping for?

Yes - Graham helped build our confidence in talking about and managing our finances, and we've now been able to take some important decisions.

What could they have done better?

Nothing