Our Financial Coaches work with hundreds of organisations across both the private and public sectors by providing financial education and one-to-one guidance. This can be arranged on a bespoke basis and covers every topic from debt and money management through to optimising employer sponsored benefits and retirement.
Our coaches also specialise in delivering key projects for defined benefit scheme closures, redundancy, share plan launch and maturity and so much more.
“We partnered with WEALTH at work to offer a comprehensive financial wellbeing programme which included a series of financial education seminars. The Financial Coaches who delivered the sessions were highly knowledgeable and engaging.
The practical tips and tools provided have been invaluable and have empowered our employees to make informed financial decisions for their future.”
Ketan Patel, Head of APAC and EMEA Benefits, Haleon.
“The Financial Coach was fantastic, really clear and understandable, tangible explanations of complex and confusing tax and financial topics. Thank you!”
“The Financial Coach was excellent; his knowledge was evident and the pace was really good. Really informative session but not overwhelming.”
“The Financial Coach was very knowledgeable about my workplace benefits.”
