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.
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
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Intro to Financial Wellbeing
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Dealing With Debt
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Budgeting Basics
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The 50/30/20 Rule
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Savvy Spending Habits
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Building Emergency Funds
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Services
Areas of Focus
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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
Additional Resources
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.
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.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
PRIVACY NOTICE
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.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
PRIVACY NOTICE
