Financial Wellbeing Clinics

Give your employees the chance to have all their burning financial questions answered by an experienced financial adviser.

Planned Future work with our partner IFA Firm Blackwood Financial Planning to host Financial Wellbeing Clinics. These single or multi-day events give employees the chance to speak in private, one-to-one, with a financial adviser.

One-to-one meeting with a Financial Adviser

A day of 30 minute meetings with a financial adviser for your employees, which they can book via a simple landing page.

The clinic can take place at your office or online. We will provide you with a booking page to share with your workforce and they can book a 1-2-1 meeting at the time most convenient to them.

Gareth Wright

John Chadwick

Face to face

Our adviser can host the financial wellbeing clinic from your office, all we need is a private meeting room. Prior to this we will create a simple online booking page for your employees to book their preferred time slot.

Online (Teams/Zoom/Google)

We will set up a landing page where your employees can book an online meeting with a financial adviser. There will be up to 8 slots available each day of a financial wellbeing clinic.

How long are the meetings?

Each meeting is 30 minutes. There is a 15 minute break between meetings for our advisers to make notes and prepare for the next one.

Are the meetings free?

Financial wellbeing clinics are paid for in advance by the employer - so there is no cost for employees.

What if attendees need another meeting?

Employees can then request another meeting with Blackwood Financial Planning. Follow up meetings may be subject to a charge.

What topics are covered?

Financial advisers can help with a range of topics, including retirement planning, pensions, investing, savings, protection, borrowing/lending and much more.

Are the advisers qualified?

Yes, all our advisers are highly qualified, experienced and friendly. Blackwood Financial Planning are regulated by the Financial Conduct Authority.

Where does the clinic take place?

Either in a private office/meeting space within your organisation building, or online via a webinar platform.

Will my employees appreciate a financial wellbeing clinic?

HR & People managers want wellbeing interventions to be appreciated. We find that financial clinics are highly appreciated by employees as they get personal, tailored support from an expert.

How much is a financial clinic?

The price depends on a variety of factors. Get in touch with our team so for a tailored package and price to suit your needs.

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The Benefits of a Financial Wellbeing Clinic

Your employees get a 30 minute one-to-one meeting with a highly experienced and regulated Financial Adviser to answer all their burning financial questions.

What our clients say

Planned Future work with a range of large and smaller public and private sector businesses throughout the UK.

Locations

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

Duration

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.