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

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Financial Wellbeing at CloudRock Partners

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What's Available?

We're delighted to be working with you and your colleagues to understand and improve financial wellbeing, empower you to a healthier relationship with money and better mental health too.

Whatever your age, income, job role, family situation, levels of experience or personal challenges, you now have access to financial education, guidance and advice whenever the time might be right for you.

Feel free to take a look below at the Financial Wellbeing Basics & Money Management videos, a range of content around FinWELL's five Areas of Focus, upcoming Interactive Group Workshops, book a 1-1 Financial Guidance Session or look at options around Professional Advice. 

Financial Wellbeing Basics & Money Management

Intro to Financial Wellbeing
Dealing With Debt
Budgeting Basics
The 50/30/20 Rule
Savvy Spending Habits
Building Emergency Funds

Services

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Financial Education Content

Feel free to click on the various financial areas of focus along life's journey below to access relevant content including videos, articles, guides and podcasts or take a look at our various infographics.
Infographics

Areas of Focus

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1.Money Management
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2.The Property Ladder
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3.Financial Protection
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4.Investing in your Future
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5.Retirement Planning
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Interactive Group Workshops

Improve your knowledge, understanding and confidence with various upcoming online events covering key money matters, topics and themes.

You can watch workshop recordings below.


Contact the HR/Wellbeing Team for more info.

Workshop Recordings

Cost of Living & FinWELL PAWA Plans

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1-1 Financial Guidance Sessions (Online or Onsite)

You will also now have the chance to book an online or face-to-face personal 1-1 Financial Guidance Session (watch video) to discuss your current financial position, ask questions, be signposted to relevant information and understand the advice process if relevant.

Contact the HR/Wellbeing Team for more info.

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Access to Debt Advice

If debts are getting out of control then we are able to signpost you to StepChange Charity who are the leading provider of free debt advice in the UK.

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Access to Professional Support & Advice

You can now access free support from the likes of MoneyHelper or look at options around professional advice local to you through advisers that specialise in mortgages, protection, pensions, investments, retirement planning, tax planning, wills, powers of attorney or inheritance planning.

Important: FinWELL do not offer financial advice and you should seek regulated and authorised firms and individuals.

Find Local Professional Advice & Government Support

UNBIASED
vouchedfor
MONEY HELPER
money saving expert website

Additional Resources

GUIDE TO FINANCIAL ADVICE
CHECK STATE PENSION FORECAST
FINANCIAL PLANNING CALCULATORS
NOMINATING PENSION BENEFICIARIES

IMPORTANT
We do not recommend or endorse any specific advisers and you proceed on a personal basis.
Professional Advisers offer an initial no obligation meeting online or in-person to discuss their products, services, processes and relevant costs.  

​​​FinWELL offers financial wellbeing services through education, guidance and support.

No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as financial advice.

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

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FINWELL TRAINING LTD
COMPANY NUMBER: 14126502

PRIVACY NOTICE

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