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Financial Planning Workshop

Mid-Career Financial Planning Workshops

These events are designed to help support your employees from a range a different demographics. The workshop can be offered ready made or made bespoke using our financial wellbeing questionnaire. 

Financial Planning Workshop

The seminar covers a wide range of issues relevant to planning your financial affairs both now and for your future. Looking at your finances now at the mid-career stage can give you enough time to make a significant difference to your future financial goals

This seminar will include sessions on:

  • Personal Budgeting
  • Reducing your Outgoings
  • Mortgages
  • Taxation
  • Protection
  • Making a will

A bit more about

The speakers at our financial planning 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. 


Occupational Psychologist

Ian is an experienced Organisational Psychologist and trainer within the areas of Occupational Wellbeing and Workplace Psychosocial Risk. Previously Ian was employed as the Wellbeing Adviser for Airbus Operations Ltd and was instrumental in the provision of workplace mental health support in a manufacturing environment.

Kate Pierce, Charted financial adviser in circle portrait


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.

Martin Smith, Charted financial adviser in circle portrait