Trusted by organisations across the UK
Financial concerns are the No. 1 cause of stress at work, and the No. 1 reason employees leave. Neo Wealth is changing that by providing expert financial support through the workplace, helping employees make better financial decisions at every stage of life.
As the cost of living rises, tax becomes more complex and retirement feels further away, many employees are struggling to make confident financial decisions. These concerns don't stay at home. They impact concentration, productivity, motivation and wellbeing at work.
Neo Wealth helps change that, giving every employee access to expert financial education, practical guidance and confidential one-to-one support, helping them feel more confident about their financial future.
Starting a family. Dealing with debt. Preparing for retirement. Losing a loved one. Life's biggest moments are financial moments too, and no one should face them without support.
First payslips, first pension, building good habits early.
Deposits, mortgages and making the numbers work.
Protection, childcare costs, Child Benefit and planning ahead.
Practical, judgement-free help to take back control.
Compassionate guidance through the hardest moments.
Knowing what you'll have, and when you can stop.
Money can feel overwhelming. Pensions, tax, mortgages and retirement planning are often filled with jargon, leaving many employees unsure where to turn. Our role is to simplify financial planning, provide clear, independent guidance and give every employee the confidence to make better financial decisions.
Private appointments with a qualified adviser.
Support wherever your people are.
On-site clinics and wellbeing days.
Live sessions on the topics that matter.
Engaging, practical group learning.
Expert guidance all year round, not a one-off.
Every employee has the opportunity to complete a personal Financial Health Assessment, allowing us to understand their current position, concerns and future goals.
From this, we create a personalised financial roadmap, helping them identify priorities and take practical steps towards a healthier financial future.
A simple, friendly health check, around 10 minutes.
Clear priorities and practical next steps, tailored to them.
One-to-one support to act on what matters most.
Reviews and check-ins as life changes.
Alongside supporting your employees, every programme gives your business clear, anonymised reporting, so you can see engagement, confidence and financial stress moving in the right direction, and exactly where your people need the most support.
Illustrative dashboard. All employer reporting is anonymised and aggregated, individual details are never shared.
Illustrative figures based on programme targets. Replace with your verified results.
Invest in your people without adding to your budget. Let us build a workplace financial wellbeing programme your employees will genuinely value.