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Planned Futures financial wellbeing clinics allow your employees to speak with a qualified financial planners on a one to one basis. The clinics allow employees to discuss any financial worries, plans for the future among other more specific topics.
A bit more about
When offering your employees access to a financial wellbeing clinic, it is important to be sure of the planners qualifications. All of our financial planners hold as a minimum a diploma in financial planning. Additionally we also work with a a range of Chartered Financial Planners, some of which you can see below.
What our clients say
We offer a range of different pre retirement seminar and courses to fit around your organisation. However, if you have something specific in mind that doesn’t fit in with the below, just let us know. All our workshops can be made bespoke.
Financial Wellbeing Clincs allow employees to improve their understanding of financial topics and plan for the future.