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Financial Wellbeing Clinics

Financial Wellbeing Clinics

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. 

Financial Wellbeing Clinic Topics

The clinics can help employees with:

  • Personal budgeting
  • Lifetime & Annual allowance
  • Investments
  • Pensions
  • Estate planning

A bit more about

The Financial Planners

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. 


Chartered Financial Adviser

Kate Pierce, Charted financial adviser in circle portrait


Chartered Financial Adviser


Chartered Financial Adviser

What our clients say

Customer Reviews

Planned Future has provided retirement and mid-career seminars to staff at Bournemouth University since July 2017. Feedback has always been extremely positive and I believe they provide excellent value for money. Staff at Planned Future are always helpful and are proactive in making recommendations to us as well as being open to our feedback and suggestions. Overall a very positive experience.
Bournemouth University
Planned Future were really easy to work with and both seminars (Retirement & Mid-career financial planning) were well run with trainers providing substantial and in-depth knowledge on a variety of topics. These seminars generated interesting discussions and provided many useful new insights for delegates to take away.
Oxford City Council

Financial Wellbeing clinic details

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. 

Clinic Time

The financial wellbeing clinics can be held as a half or full day events. Employees can attend pre allocated slots ranging from 15 minutes to an hour.

Learning outcomes

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


The financial clinics can be held as a webinar or at your organisations. A booking microsite can be prepared to allow employees to register for a slot.

Why Planned Future?


Of attendees would recommend the event they attended to a friend or colleague