Financial Wellbeing Essentials


As part of each Financial Wellbeing Essentials package, we will:

  • Arrange a telephone consultation to discuss prices and discounts

  • Send through a proposal for review

  • Meet with you to plan your programme

  • Provide access to bonus online material

  • Enable each employee to access our online material (fully online, no IT integration required)

  • Provide reporting


We work with organisations in the UK to deliver financial education to hard-working employees. Money worry is a real problem for employees but is often masked by a "cloak of silence" driven by a reluctance to discuss personal financial matters especially when things are not going well.


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