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Financial Wellbeing Clinics

Planned Futures financial wellbeing clinics allow your employees to speak with a qualified financial planner on a one to one basis. The clinics allow employees to discuss any financial worries, plans for the future among other more specific topics. 

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.

Trusted By

Some Planned Future clients


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

Event Time

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 Clincs allow employees to improve their understanding of financial topics and plan for the future. 

Request Event Information

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 on the right.