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The FinWELL Philosophy is to help anyone understand and improve financial wellbeing in four simple steps whatever their age, income, job role, family situation, personal challenges (neurodiveristy) or levels of experience and confidence, empowering them to then take action.

We call this your ‘Financial PAWA’ and we'd be delighted to tell you all about it.
How can your employees understand and improve financial wellbeing in four simple steps?

That was the challenge as we understand your wellbeing initiatives need to be personalised, diverse, inclusive and relevant for every single employee. 

Watch our video and get in touch as we'd be delighted to explore ideas to support your people through some of the services below.

1. Financial Wellbeing Microsite & Digital Platform

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To keep costs low, we can create a branded and personalised financial wellbeing microsite giving your employees 24/7 access to relevant content around our five key stages along life's journey including videos, articles, infographics and podcasts.

We can also offer an intuitive digital platform giving access to the ultimate financial wellbeing resource including:

  • Manage their personal finances
  • Link all financial accounts and other assets
  • Analyse and track spending habits
  • Set specific goals
  • Create a financial plan
  • Be signposted to existing employee benefits and rewards
  • Access digital coaching journeys
  • Book 1-1 financial guidance sessions
  • Arrange appointments for professional advice

2. Interactive Group Workshops

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​The next stage is to improve our knowledge, understanding and confidence around key areas along life's financial journey that are relevant to us.

This is achieved by attending various interactive online workshops covering a range of topics and themes along life's financial journey including:
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  • What is Financial Wellbeing?
  • The links to Mental Wellbeing?
  • Basic Money Management
  • Coping with the Cost of Living Crisis
  • Protecting What's Important
  • Making your Money Work Harder
  • Utilising Tax Allowances for Higher Earners
  • Creating your 'Future Income Plan'
  • Modern Retirement Planning
  • Inheritance Tax and Passing on Wealth

3. One-to-One Financial Guidance & Coaching Sessions

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The next stage, and where we see most impact, is to arrange a 1-1 guidance session to speak with one of our experienced professionals (meet the team) to share your personal situation, ask questions and be signposted to relevant resources and next steps.

There is a stigma attached to talking about money and we've found this to be useful for employees of all levels from graduates to managers, directors and business owners.     

This will help you create your 'Financial PAWA Plan' to establish your:
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  • (P)ersonal Money Score
  • (A)reas of Focus
  • (W)hat are the Next Steps
  • (A)ction Points

4. Access to Professional & Specialist Advice

If relevant, the next stage could be being signposted to professional and specialist advice relevant to your personal circumstances. This could include debt management, mortgages, financial protection, savings and investments, pensions, retirement, wills, tax and inheritance planning.

We have a growing network of providers who are either known to us or vetted and accredited by the likes of Standards International and we also partner with StepChange Debt Charity.

FinWELL offer educational training, support and guidance and do not provide any type of advice services.

5. Financial & Mental Wellbeing Training for HR, Leadership, Wellbeing Champions & MHFA'ers

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What training do your teams have around financial wellbeing and the links to mental wellbeing?

Could you help your teams internally by being able to:

- Spotting the signs of poor financial wellbeing
- Encourage empathetic conversations around money and mental wellbeing
- Effectively signpost to resources available within your organisation
- Understand considerations around neurodiversity, money and mental wellbeing?

We'd be delighted to speak with you and explore ideas to support your people.
​​​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 may receive a fee for services provided by our collaborative partners.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
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