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

4 steps employees can take to either avoid or reduce the impact of the Lifetime Allowance.

4 steps employees can take to either avoid or reduce the impact of the Lifetime Allowance.

15th October 2018

New figures show individuals pay almost 20 times more in tax...

Making money work harder.

Making money work harder.

18th September 2018

In this current low interest rate environment it’s important to shop around...

Building employability skills across future generations.

Building employability skills across future generations.

4th September 2018

WEALTH at work has recently awarded a sponsored scholarship to Alex Todd, a student at the University of Lincoln.