Financial Wellbeing Clinic Topics
The clinics can help employees with:
- Personal budgeting
- Lifetime & Annual allowance
- Investments
- Pensions
- Estate planning
0844 967 2567
enquiries@plannedfuture.co.uk
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.
The clinics can help employees with:
A bit more about
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.
What our clients say