Everything employers ask us first.

No. The workplace financial wellbeing programme is delivered at no cost to your business.

The educational sessions and initial one-to-one reviews are free. Where an employee later chooses ongoing regulated advice or a financial product, any costs are explained clearly in advance. There's no obligation to proceed.

Many employees need help but have never had access to financial advice. The programme lets us educate and support more people. Some may later choose to become Neo Wealth clients, but there's no pressure or requirement to do so.

Yes. We don't share details of individual employee conversations with the employer. You may receive high-level engagement information, but personal financial details remain private.

Yes. Neo Wealth operates as an FCA-regulated, independent financial planning firm, not restricted to a single provider. Full regulatory wording appears in the footer.

Very little. We provide the communications, booking systems, promotional materials and programme delivery. In most cases HR simply introduces us to the workforce.

Yes. We deliver in person, online or hybrid, across multiple locations, and schedule sessions at different times so shift and remote workers can all take part.

Both, the programme includes education and access to regulated one-to-one financial guidance. We clearly explain the difference to employees at every stage.