A complete, done-for-you financial wellbeing programme that strengthens engagement, retention and duty of care, with almost no admin for your team.
The employers who stand out aren't the ones who simply pay a salary and tick a benefits box. They're the ones who recognise what their people are facing, and take meaningful action.
Practical support with one of the biggest causes of anxiety in modern life.
People value a benefit they can genuinely use in their real lives.
Meaningful support creates loyalty, people feel their employer truly cares.
Help employees finally understand the pension and package you already fund.
A powerful part of your recruitment and employer-brand proposition.
We manage the communications, booking, workshops and employee support.
You can't manage what you can't measure. Every programme comes with 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.
Drag the slider to your team size to estimate the hidden annual cost of money worries, and how many free conversations we'd start.
Illustrative estimate only, based on widely cited averages (approx. 1 in 4 employees affected; ~£1,600 hidden cost each per year). Actual impact varies by organisation and methodology.
We combine engaging education, practical workshops and confidential one-to-one support, delivered by qualified, FCA-regulated independent financial advisers. We unpack the jargon, answer the questions people are often too unsure to ask, and manage the programme from start to finish.
Greater confidence and control over their money and their future.
Stronger engagement, wellbeing and appreciation of existing benefits.
We run the whole programme, so there's very little for your team to do.
While we look after your workforce, we can also help with your own financial planning, from director pensions and tax-efficient profit extraction to protecting the business itself. Separate from the employee programme, and tailored to you.
Invest in your people without adding to your budget. Let us build a workplace financial wellbeing programme your employees will genuinely value.