0844 967 2567

Financial Guidance

Financial Guidance for employees

Our financial guidance appointments allow for your employees to to speak with a qualified financial adviser on a one to one basis ether in person at your organisation or through a video call.

How does it work?

  • A member of our team will work with you to produce a schedule
  • 30-60 minute slots will be available for the arranged time period
  • We will supply you with marketing literature and a booking platform
  • Employees will be invited to attend and book a slot with our adviser

The topics

Our financial guidance sessions can follow a certain structure and topics discussed around any ongoing situations at your organisation or left completely open. A few topics that can be covered by one of our financial adviser include:

  • Pensions
  • Retirement Planning
  • Personal Budgeting
  • Taxation
  • Lifetime & Annual Allowance
  • Investments

Would like to learn more?

Do you have some questions or would like to learn more? Simply fill our the form on the right or feel free to contact us on ether of the below numbers.


0844 967 2567


0207 1010 685

Contact Us