Planned Future

Financial Wellbeing Clinics

Planned Future’s financial wellbeing clinics allow your employees to speak with a qualified financial planner on a one to one basis.

These clinics allow employees to discuss any financial worries, such as debt management, planning for the future or investment information.

Discussion Points

Employees can speak one to one with a Financial Adviser and discuss any financial topic. This can include, budgeting, Investing, Mortgages or Financial Planning.

Our Financial Advisers

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.

Financial Wellbeing Clinics

Trusted By

Some Planned Future clients


This event can be presented online using your preferred webinar platform or onsite at your business. 


The financial wellbeing clinics can be held as a half or full day events. Employees can attend pre allocated slots ranging from 30 minutes to an hour.​

Learning outcomes

Financial Wellbeing Clinics allow employees to improve their understanding of financial topics and plan for the future. ​

Request Financial Clinic Agenda

Planned Future are able to hold a range of financial wellbeing clinics for organisations throughout the United Kingdom. To learn more simply complete the form.