Financial Wellbeing Policy

enquiries@plannedfuture.co.uk

complete the form to receive your fREE Financial Wellbeing Policy

Our expert team will review your information and be in touch with a comprehensive financial wellbeing policy tailored to your team’s needs.

The training is of a high quality and impactful with great service and positive outcomes.

EleanorStaff Wellbeing Coordinator | University of Cambridge

The service is very useful and good value for money. I have found them to be very clear and helpful.

AndyMoney Guide Client

We have seen more staff engaging with our financial wellbeing support resources and requesting for more webinars!

Eleanor Staff Wellbeing Coordinator | University of Cambridge

I received objective and supportive advice, and it gave me the opportunity to understand which priorities to concentrate on first and the best way to achieve that. I came away feeling better about being able to regain some control and manage things better.

SarahMoney Guide Client

I have only received positive feedback and questions asking when we can have them again. I highly recommend Planned Future for their excellent customer service, knowledge and professionalism.

DorotaHead of Learning and Organisational Development | Capital City College

I had a meeting with John through the Money Guide Service, and he was absolutely amazing. He was so patient and kind, and explained different aspects of my finances so well. As someone who is slowly becoming more financial literate, the meeting was very helpful, highly recommend it!

AashniMoney Guide Client

Very easy to work with and also very flexible to our needs. Professional delivery of what can be a complex subject matter but done so that is understandable to the audience. Would highly recommend Planned Futures for Financial Planning and Pre-retirement Planning seminars.

MariHR Officer (Staff Development) | Bangor University

Planned Future were responsive and well organised from the start, and listened to our needs and were able to recommend the best session for us. The facilitator was great, very personable, friendly and engaging. The staff that attended the session all agreed it was very helpful, I'm really glad we were able to organise it and work together with Planned Future.

Gemma Senior People Manager | RCOG

We have worked with Planned Future on several occasions now and each course they have run has been fantastic and engaging.

CarlyPeople Development Manager | University of Reading

PLANNED FUTURE IS REGISTERED IN ENGLAND AND WALES AT SUITE 3, 3RD FLOOR, REFUGE HOUSE, 33-37 WATERGATE ROW, CHESTER, CH1 2LE

COMPANY REGISTRATION NUMBER: 09367736

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complete the form to receive your fREE Financial Wellbeing Policy

Are you doing enough to support your employees' financial wellbeing?