"Financial Freedom & Wellbeing, Whatever Your Wealth"

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Congratulations, you've been invited...

The eagerly anticipated 'FinWELL/Maji Digital Dashboard' is currently only available for employees of our established corporate clients but we have a limited number of licenses on an invitation and referral only basis.

Membership Packages: 

  • Professional Individual or Business Owner - £24.95 per month
  • Couple - £19.95 per person per month (£39.90 per month in total)

Key Features & Benefits: 

  • Access to your very own digital financial education and money management dashboard
  • Access educational content to empower learning, development and confidence
  • Introductions to professional advice including Mortgages, Protection, Wills, Pensions, Investments, Inheritance, Tax & Estate Planning, Business Planning

    This can include:

    • Initial Discovery Session
      • Discuss your personal situation and establish your basic 'PAWA Plan'
      • Understand the options to become a FinWELL Private Client 
    • Money Management Dashboard Set Up
      • Complete Financial Health and Personal Money Score
      • Connect all Bank Accounts, Loans, Savings, Pensions and Investments in one place
      • Analyse & Track Spending
      • Embed Budgeting Plans, The 50/30/20 Rule and Emergency Funds
    • Establish Future Goals and Lifestyle Plan
      • Agree specific goals and your desired lifestyle 
      • Understand your current situation, future income requirements and any shortfalls 
    • Introductions to Specialist Professionals 
      • Facilitate personal introductions to specialists around key areas such as mortgages, protection, pensions, investments, tax, wills and inheritance planning
    • Reviews of Goals and Lifestyle Plans
      • Tracking progress and updating plans as per changes in personal situation
      • Ongoing access to and support from your dedicated Financial Coach

IMPORTANT

Payments will be made on a monthly standing order basis. 

FinWELL offer a financial education, guidance, training and support service and do not offer advice.

Financial, Tax or Legal advice will need to be given by professionals who are authorised and regulated to do so and will need to be paid for separately to any service offered by FinWELL.
​​​FinWell offers financial wellbeing services through education, guidance, training and support.

No information or content shared on our website, in any workshop or 1-1 session should be taken as 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
PRIVACY NOTICE