Financial Wellbeing at Gallagher Group
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What's Available?
We're delighted to be working with FinWELL to help our teams understand and improve financial wellbeing and empower you to a healthier relationship with money.
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.
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.
Financial Wellbeing Basics
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What is
Financial Wellbeing? |
Budgeting Basics
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The 50/30/20 Rule
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Building Emergency Funds
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Book a 1-1 Financial Guidance Session
Contact HR to book a Personalised 1-1 Financial Guidance Session
Areas of Focus
Our Services Include:
Financial Education Content
Feel free to click on the various financial areas of focus along life's journey above to access relevant content including videos, articles and podcasts.
Financial Workshops (Online)
We will keep you updated with various upcoming online events covering key money matters.
1-1 Financial Guidance Sessions
You will also 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.
Access to Financial & Legal Adviser Appointments
You'll also have access to a range of professional advisers should you need advice on mortgages, protection, pensions, investments, retirement planning, tax planning, wills, powers of attorney or inheritance planning.
Important: Initial discussions will be free and without obligation but ongoing fees will need to be agreed.
Debt Advice
If debts are getting out of control then we are able to signpost you to StepChange Charity.
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
