Graham is a Chartered Financial Planner and Fellow of the Personal Finance Society, bringing over 30 years’ of experience in financial services to the Wise Monkey training team. His early career began in banking, when he gained the Diploma in Financial Services with the Chartered Banker Institute. Those early years provided broad experience and sometimes difficult insight into the complex financial challenges facing individuals and business owners.
In 2001, Graham moved into the regulated environment of financial planning and advice. This built a deep understanding of personal and business finance, in various roles as a financial adviser, training consultant and supervisor. He now focusses on financial coaching having completed the Financial Coach Practitioner Certificate Training with Wise Monkey in 2015.
Lifelong learning is important to Graham and he has recently become a member of the International Coaching Federation, having completed the Certificate in Professional Coaching Practice with Full Circle Global.
Graham operates his own practice where his mission is to empower individuals and couples to achieve financial wellbeing through coaching, education and non-product related planning and guidance.
More can be found on Graham’s LinkedIn page.