0844 967 2567
enquiries@plannedfuture.co.uk

Financial Guidance

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

Peter

Chartered Financial Planner

Kate

Chartered Financial Planner

Mark

Chartered Financial Planner