Simon aged 55 is close to retirement and risk-adverse. How can he achieve growth in his investments but guard against extreme investment volatility at the same time?
We employ a variety of experts to put together a full service solution. Our expertise includes a variety of dedicated specialists such as:
- Educationalists – experts in designing and delivering financial education programmes
- Marketers – to ensure the programme maximises employee engagement with all groups within your workforce
- Event specialists – to ensure all logistics are handled on your behalf from making room bookings for seminars to producing management information reports on attendance
- Advisory specialists – covering all key areas of investment, tax, share schemes and pensions
- Investment management – where an investment solution is required for a pension or to help employees diversify from their corporate stock shareholdings
- Technology specialists – to build bespoke and branded web interfaces with educational tools to enhance learning in the workplace
- Tax Specialists – to ensure employees seek to manage their affairs in a tax efficient manner – making the most of their company benefits.
- Client Relationship Managers –a dedicated resource to manage your programme and ensure you have a single point of contact.
Some of our key people include:
David Cassidy, Chief Executive Officer, WEALTH at work
David Cassidy has over 20 years experience within the financial services industry.
Download David Cassidy's biography as a PDF.
Jonathan Watts-Lay, Director, WEALTH at work
Jonathan Watts-Lay is a founding Director of WEALTH at work. He is at the forefront of the latest developments in the use of financial education and the provision of savings within the workplace.
