FinWell - Financial Wellbeing for Employees
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  • Home
  • Team
  • Cost of Living Workshop
  • Employers
  • Business Owners
  • Leadership Training
  • Diversity & Inclusion
  • Wellbeing Calendar
  • Cost of Living Guide
  • Testimonials
  • FAQ's
  • News
  • Partners
  • Contact
  • Join Our Team
  • Men, Mental Health & Money
  • Privacy
  • Free Content
  • FinWELL for SME's
  • Financial PAWA Plans
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YOUR CART

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CONGRATULATIONS!
You've been invited to book a Financial Guidance Session


Feel free to scroll down to watch our videos, learn more about our 1-1 Financial Guidance Sessions, read what people say, select your coach or request us to match you and book an appointment.

STEP ONE

Watch our videos and understand what 1-1 sessions entail...

What can you expect from a 1-1 session?

Learn more about our FinWELL PAWA Plans


​This will enable you to:

  • Understand your Financial Wellbeing and the links to Mental Wellbeing.
  • Discuss your personal situation in confidence and ask questions without judgement.

  • Create your Financial PAWA Plan
    • ​(P)ersonal money score
    • (A)reas of focus
    • (W)hat are your next steps
    • (A)ction Points
 
  • Understand the advice process and be signposted to relevant resources if relevant.
  • Receive a follow-up email summary and links to additional resources.
  • No personal or sensitive information will need to be shared.
  • No advice is given on our 1-1 financial guidance sessions.

IMPORTANT

If you book a session and cancel within 24 hours your employer may still be charged.

FinWELL offer financial education, guidance and support but do not offer professional advice. 

If professional advice is required then we can signpost you to various options.

STEP TWO

Read what people say and decide if this is suitable for you?


​Recent Feedback

“I am clueless when it comes to money so it was great to have a session and talk through everything thoroughly. I would recommend FinWELL to anyone who feels they need more info when it comes to their money & I will definitely be following up with the team over the coming months.”
 
“It was an interesting and useful session reflecting on my finances with next steps for what I want to achieve regarding financial wellbeing. I have also been provided with further information to use moving forward which will be good to review!” 
 
“The session was great, really informative & down to earth approach. I would highly recommend for anyone – even if you think you've got everything covered, you might learn something!”
 
“It was good to speak to someone who comes from a similar background that understands the rollercoaster!” 
 
“I got some good insight into financial maturity and how I can better my relationship with money. It also helped me set out a plan on how to achieve my financial goals.” 
 
“I found the session very helpful in terms of my future financial planning an now have an action plan and ongoing support. I would definitely recommend.” 
 
“Highly recommend if you are looking for financial guidance for your future or if you are struggling to save.” 

STEP THREE

​Meet The FinWELL Team

Meet Ryan in his introduction video

Key Areas of Focus

(1) Money Management
(4) Investing for your Future
(5) Modern Retirement Planning
Privacy Policy
Meet Justine in her introduction video

Key Areas of Focus

(1) Money Management
(2) The Property Ladder

(3) Protecting What's Important
Privacy Policy

Meet Mark in his introduction video

Key Areas of Focus

(1) Money Management
(2) The Property Ladder
(3) Protecting What's Important
Privacy Policy
Meet Lucy in her introduction video

Key Areas of Focus

(1) Money Management
(2) Protecting What's Important
​
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Meet Nuz in her introduction video

Key Areas of Focus

(1) Money Management
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STEP FOUR

SUBMIT YOUR INTEREST TO BOOK A SESSION

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Feel free to request a session with one of our team depending on availability or we will match you according to your needs.

IMPORTANT

If a session is not attended, cancelled or rescheduled within 24 hours or the selected time then it may still be charged to your employer. 

We offer financial education, guidance and support but not financial or legal advice.

Privacy Policy


Terms 

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FinWell offers financial wellbeing services through education, guidance, training and support.

​FinWELL do not offer regulated advice. No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as regulated advice.


We can signpost to further resources and partnering organisations or you can seek advice through authorised and regulated companies and individuals.

FinWELL may receive a fee from our collaborative partners.

​
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502

PRIVACY NOTICE

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