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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. 

Financial Wellbeing Workshops

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. Potential topics include:

  • Personal Budgeting
  • Saving & Investments
  • Mortgages
  • Banks & Building Societies 
  • Debt Management
  • Understanding Tax
  • Reducing your Outgoings

A bit more about

The speakers at our financial wellbeing workshops

Every seminar or course is different. That is why we have developed a panel of speakers with a wide range of experience. Some speakers have financial expertise and others specialise in the social and psychological aspects of preparing for retirement. Below are examples of who you might meet. 

Picture of Mark Knight, a Financial Adviser

Mark

Financial Adviser

Mark has over a decade of experience in financial services covering pensions, investments and protection with firms in the Cheshire area as well as working in the City.

He prides himself on his diligence and enabling his client’s to meet their aims and objectives. 

 Mark is a Chartered Financial Planner and is a Fellow of the Personal Finance Society which is the highest accolade awarded in financial services. 

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.