general financial wellbeing workshops
Our seminars and courses on general financial wellbeing in the workplace are designed for any member of staff from new starters to those approaching retirement. These courses are made bespoke for your organisation and can even focus on requested topics from your employees.
General Financial Wellbeing speakers
Because we tailor each and every course we run, we need to vary our approach. This is why we have developed a panel of speakers with a wide range of experience.
Below are examples of who you might meet.
Kate is Advanced Diploma qualified and has achieved Chartered status. Not content to stop at Chartered status, Kate has progressed even further and is now a Fellow of the Personal Finance Society. Kate believes it is important to simplify jargon and complex financial matters for clients to help them make wise decisions.
Keith began his career in the financial services industry in 1991 where he joined The Scottish Life Assurance Company in Liverpool. He then moved to specialize in investments working for Henderson Investors, BlackRock, HSBC and latterly the last four years at JP Morgan Asset Management. He holds the Diploma in Regulated Financial Planning from the Chartered Insurance Institute
Having started in Financial Service in 1998, Martin has worked in a wide variety of customer facing roles, covering advice on investments, pensions, mortgages and protection. Martin is now now a Chartered financial adviser and regularly supports our seminars in the South East of England.
Our General Financial Wellbeing seminars range between 30 minutes to a full day. The course will be tailored and made bespoke to your organisation.
We find the most successful way to run these events is by engaging your employees at your workplace. Whether this is at a company headquarters or various different sites throughout the UK, we are able to tailor you program to help support all employees.
Would like to learn more?
We hold a variety of General Financial Wellbeing seminars for both large and small organisations. Simply send us a message using the from on the right to learn more.