Graham Wells

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

I don't particularly want to retire so it's something I've not thought too much about - but I know that I need to, particularly as the years are ticking by! Combined with thinking about some shorter term goals that impact on finances, I wanted to find a coach who could help put a financial lens on wider decisions, options and plans.

How has Graham Wells helped you?

Graham is fantastic. Full of financial knowledge and experience which underpins his coaching. But also a true coach, facilitating and asking questions to help me work through ideas and options. He's helped me formulate plans, get my finances into a tracker so I can see the long term impact of different financial choices and options and, more than that, I've felt like I have a financial expert who is on my side, helping me to work out what's best for me. I know Graham's ongoing services will help me to keep on track and it's great to have someone to turn to when I need a financial sounding board.

Have you seen the outcome you were hoping for?

Only time will tell how my finances work out in the long run but absolutely I've seen the short term outcomes I was hoping for in terms of financial clarity, a platform for modelling different financial scenarios, a compass for making choices that impact finances and a true coach, sounding board and mentor who can both guide from their expertise and coach me to find my own answers.

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

We contacted Graham due to having some ‘basic’ questions about finance things we didn’t understand. These later grew into more in depth questions as our confidence grew!. Not being knowledgeable in this area ourselves, Graham took our hands and guided us though the jargon and never made us feel silly. He had a very soft and kind manner which, as an anxious person, I really appreciated. We booked a few coaching sessions which we used to suit our own personal situation. I fully intend on speaking to Graham in the future when my circumstances change and I’d genuinely recommend his services.

How has Graham Wells helped you?

Graham helped us understand what was involved with variety of financial matters that we didn’t know much about. He helped us understand our Pensions, investments, financial planning, hits and tips on budgeting. We cut through the jargon and made it simple for us to understand.

Have you seen the outcome you were hoping for?

As an outcome we are now in a position that we can make more informed choices on our finances and understand the risks involved with each decision we make. Our confidence levels on financial management are now at all time high. What Graham done was coach us to help us learn about what we wanted to know and tailored the sessions around what we needed.

What could they have done better?

Graham is an excellent coach and makes these sessions all about what you want and need from them. The value add is Graham asks the right questions to understand what you want or need and explains this in a very simplistic way.

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

Being ‘afraid’ to talk about money and not understanding some of the basics.

How has Graham Wells helped you?

He was ‘nice’ and very knowledgeable. I know that sounds stupid but it was important to me that I felt safe and comfortable talking about a subject matter that made me nervous. I got the answers I was looking for and feel I have a person I can contact for future queries.

Have you seen the outcome you were hoping for?

I didn’t really have an outcome I was expecting but Graham certainly answered all my questions and didn’t judge. So yes, Graham certainly helped me and I was very happy with his service.

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.