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Our Expertise
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.
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.