You've been invited to book a Financial Guidance Session
Feel free to scroll down to watch our videos, meet our team, read what people say and then register for your session.
Feel free to scroll down to watch our videos, meet our team, read what people say and then register for your session.
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Book a 1-1 Financial Guidance Session to: - Understand your Financial Wellbeing - Learn the links to Mental Wellbeing - Create a Financial PAWA Plan - Establish your (P)ersonal Money Score - Identify your (A)reas of Focus - Understand (W)hat the next steps are - Learn how to take (A)ction - Discuss your personal situation in confidence and without judgement - Be signposted to relevant resources - Understand the advice process - Be signposted to professional advice if required - Receive a FinWELL PAWA Plan Summary - You will not need to fill in any forms - You will not need to divulge any financial or personal information - You can confirm your preference from our team of FinWELL Specialists below IMPORTANT
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. |
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Meet our FinWELL Specialists
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Ryan Briggs
Key Areas of Focus (1) Money Management (2) Protecting What's Important (4) Investing for your Future (5) Modern Retirement Planning |
Justine Piercy
Key Areas of Focus (1) Money Management (2) Protecting What's Important |
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Mark Humphrey
Key Areas of Focus (1) Money Management (2) Protecting What's Important (3) The Property Ladder |
Lucy Wallington
Key Areas of Focus (1) Money Management |
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 and advice for your future or if you are struggling to save.”
“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 and advice for your future or if you are struggling to save.”
FinWell offers financial wellbeing services through education, guidance, training and support.
We do not offer advice. 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 or you can seek advice through authorised and regulated companies and individuals.
FinWELL may receive a fee for services provided by our collaborative partners.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
PRIVACY NOTICE
We do not offer advice. 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 or you can seek advice through authorised and regulated companies and individuals.
FinWELL may receive a fee for services provided by our collaborative partners.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
PRIVACY NOTICE
