Workplace Financial Education

An engaged, motivated and well-supported workforce is central to long-term business success. A crucial part of this is employees’ financial wellbeing.

Accredited to deliver the St. James's Place Workplace Financial Wellbeing programme, I are passionate about supporting employees’ financial wellbeing.

I can work with you flexibly to make sure the programme has your employees at its heart. Whether you prefer to engage with virtual workshops, 1:1 guidance sessions or simply by publishing educational content on your intranet, I can help.

During the sessions, I encourage staff to think about their personal circumstances, making it as relevant as possible. Some of the topics I cover include:

  • Budgeting and saving
  • Getting onto the property ladder or managing your mortgage
  • Understanding other forms of debt and how to manage them
  • Protection for you and your family
  • Putting money aside for longer-term goals such as retirement.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Got a question?

Do get in touch with me if you need a bit more information about these services, or any of our other financial planning advice.