Financial Guidance for employees
Our financial guidance clinics 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.
Improving Financial Wellbeing
Our financial wellbeing clinics allow employees to speak with a qualified financial adviser on a one to one basis. They can discuss concerns, plans and learn about financial issues that may affect them.
Financial Clinics
How does it work?
We use a three stage approach to arrange a financial clinic at your place of work.
01
Allocate Slots
15-60 minute slots will be available for the arranged time period
02
Get the Word Out
We will supply you with marketing literature and a booking platform
03
Attending
Employees will be invited to attend and book a slot with our adviser
Learn All About Our Speakers
Meet The Advisers
Kevin
Kate
Mark
The topics
What we can discuss
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
Lifetime Allowance
Budgeting
Mortgages
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.
Head Office
0344 9672567