Our Company

WEALTH at work is a specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals.

We help employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This involves targeting different segments of the workforce to enhance employee engagement.

Our regulated advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

To learn more, please see our approach and see what our clients say about us.

Jonathan Watts-Lay, Director, WEALTH at work comments,

“We have built a reputation of excellence by providing tailored financial education and guidance supported by regulated advice as well as online tools and services.

We pride ourselves on the quality of our work and commitment to service which has resulted in many of the UK’s largest companies retaining our services.  We have educated tens of thousands of employees over the last few years, covering a range of subjects from long term income planning to share scheme diversification and redundancy to retirement planning.”

Latest News

Top 10 tips for employees to cut costs and boost savings.

Top 10 tips for employees to cut costs and boost savings.

10th August 2018

WEALTH at work has shared its top 10 tips for employees wanting to cut their costs and boost their savings.

Don’t ditch the LISA – it could be a great addition to the benefits package!

Don’t ditch the LISA – it could be a great addition to the benefits package!

10th August 2018

The LISA is an ideal option for those saving for a deposit on their first home, due to the guaranteed bonus.

Making the most of tax breaks.

Making the most of tax breaks.

2nd August 2018

Jonathan Watts-Lay, Director, WEALTH at work, discusses with The Telegraph how individuals can make the most of tax breaks when taking income in retirement.