Leading financial wellbeing and retirement specialists

– Established 2005

Many struggle to understand basic financial and investment issues and often fail to realise the various benefits on offer in the workplace. By taking a consultative approach, our services can be tailored to your needs.

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Financial Education

We provide financial education through our financial coaches on a bespoke basis which can be delivered globally.

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Financial Guidance

We offer financial guidance services for those who need one-to-one support.

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Investment Advice

We can offer access to investment advice.

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Employee Engagement

In collaboration with our clients, our in-house marketing team deliver interactive and meaningful communications.

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Digital Communications

Knowledge can be supported through the creation of informative and stimulating content from our digital communication specialists.

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Workplace ISA

Specifically designed for employees. It provides a flexible and tax efficient way to invest.

Working with hundreds of organisations. Here are just a few…

WEALTH at work is listed in The Sunday Times Best Places to Work and also wins The Best Company within Financial Services 2025.

We are absolutely delighted to announce that we have been named as one of The Sunday Times Best Places to Work 2025′ …

Recognising excellence at this year’s GEO Awards!

WEALTH at work is thrilled to congratulate our client Sage on their success at the 2025 GEO Awards.