Employee Assistance Services

We work in partnership with many employers in the public and private sectors across the UK. Offering bespoke and impartial financial services to employees during periods of uncertainty and change. 

Seminars

We provide a comprehensive range of up-to-date and topical information designed to help and support employees 

With our extensive experience over the years dealing with many well-established companies, and their employees, it has become apparent that there has never been more of a need to support employees and their financial well-being.

Our comprehensive and varied suite of services is designed to accommodate today's ever-changing financial world. They can be tailored to your company's needs and in line with your expected outcomes. 

We offer a consultancy-based approach with rates quoted for the contract. 

We will take full responsibility for all advice given and provide all the necessary licenses and professional indemnity insurance appropriate to this kind of work. 

 

Our seminar service can be provided either as a stand-alone service or as part of a half/full-day workshop. 

Seminar Topics: 

  1. Pensions and pre-retirement planning

  2. Preparing for redundancy

  3. Handling debt and managing your finances on a reduced income

  4. Executive Services 

We take a deeper look at life's financial journey and educate people not to fear but thrive on newfound freedoms. 

For further information, or if you are interested in booking a seminar, please contact us either by telephone, email or our contact form and we will be happy to discuss. 

Please note: Some services are non-regulated by the Financial Conduct Authority or covered by the financial ombudsman service or financial services compensation scheme.