0844 967 2567

Financial Wellbeing Clinics

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. 

Financial Wellbeing Clinic Discussion Points

Employees can speak one to one with a Financial Adviser and discuss points such as:

  • Personal Budgeting
  • Financial Protection
  • Investments
  • Pensions
  • Estate planning
  • Lifetime & Annual allowance
  • Mortgages

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.

Additional Information

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

Would like to learn more?

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.


0844 967 2567