0844 967 2567
enquiries@plannedfuture.co.uk

General Financial Wellbeing
Seminars & Courses

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. 

Wellbeing Topics

This workshop will cover a wide range of topics that will affect any member of staff. Previous topics have included mortgages, making a will, personal budgeting and savings & investments. When arranging these sessions, we welcome suggestions for topics. If your unsure what financial topics will be most beneficial, we can tailor an online survey made specifically for your organisation to help understand the needs of your employees

two stools facing two windows with two stacks of text books

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 Pierce, Charted financial adviser in circle portrait

Kate

Financial Adviser

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

Financial Adviser

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 

Martin Smith, Charted financial adviser in circle portrait

Martin

Financial Adviser

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. 

Seminar Time

Our General Financial Wellbeing seminars range between 30 minutes to a full day. The course will be tailored and made bespoke to your organisation. 

Possible Topics

  • Understanding Mortgages
  • Personal Budgeting & Reducing your Outgoings
  • Pension Planning
  • Making a Will
  • Savings & Investments
  • Understanding Taxation
  • Debt Management

Locations

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. 

Chester

0844 967 2567

London

020 7692 0567