To combat the cost of living crisis, we are presently offering our financial wellbeing clinics on a complimentary basis.

Financial wellbeing clinics

A motivated workforce is the bedrock of a thriving organisation.

Our bespoke Financial wellbeing clinics are meticulously crafted to equip your employees with the knowledge, resources, and strategies to lead an enriched meaningful life.

The numbers that matter

39%

employees live payday to payday

MetLife (2017)

94%

Employees worry about money

Close Brothers Asset Management (2019)

£10.3Bn

Lost due to financial per year

Centre for Economics and Business Research (2023)

topics we regularly discuss to tackle the statistics

Pensions and salary exchange

achieving personal and financial goals

creating a legacy

wealth and purpose

tax efficient investing

planning for a secure and prosperous future

80% of employees do not have A written plan regarding their financial future

Learn how we help with this...
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