An opportunity for professional advisers wanting to offer advice services to employees.

This can include advice around mortgages, protection, property services, investments, pensions, wills, powers of attorney, inheritance, estate and tax planning, retirement planning, family law and other legal services.
  • FinWELL is an award winning training and consultancy company specialising in financial education and wellbeing.
  • We have worked with 100+ employers of all sizes and across all sectors.
  • FinWELL focus on financial education, guidance, training and support.
  • FinWELL do not offer financial or legal advice.
  • FinWELL do not endorse, promote or recommend any regulated products or services.
  • We therefore believe there is an opportunity to collaborate with professional advisers and other providers in an effort for employers to have holistic approach to financial wellbeing.

    Register Your Interest:

CASE STUDY

FinWELL's Story So Far...
Employer Feedback
"It has been a pleasure working with the FinWELL Team and the feedback from employees has been very positive.

They enjoyed the initial interactive workshop as an introduction to the importance of financial wellbeing and found the follow up content extremely useful.

It was brilliant to have 1-1 sessions available once they understood the difference between financial education, guidance and advice and could then choose the support that was relevant to them."
An example of how FinWELL can work with professional advisers...
  • FinWELL were introduced to a London based employer by a financial adviser
  • We created a employer branded microsite for the company giving their teams access to trusted educational content 24/7/365.
  • We delivered an introductory workshop exploring what financial wellbeing is, the links to mental health and the current cost of living challenges
  • We had interactive ways for attendees to measure their financial wellbeing, identify pain points, establish areas of focus and confirm their next steps between financial education, guidance and/or advice.
  • We then arranged an afternoon at the company's offices giving 1-1 guidance sessions in-person or online
  • The adviser who introduced FinWELL offered 1-1 appointments to explain the advice process and options available
  • Numerous advice requirements were established around things including Cash-Flow Modelling, Mortgages, Protection, Investments, Retirement Planning, Wills, Tax and Estate Planning.
  • This has led to advice being given and new client relationships being established
  • We're now looking to repeat this on a quarterly basis for this employer.
  • The adviser will be invited to join the FinWELL Team when we deliver educational workshops to employees of this company covering a range of topics and themes along life’s financial journey where relevant.

WHAT DO EMPLOYERS SAY? 

OUR APPROACH TO CHARITY AND COMMUNITY

The FinWELL Charity Foundation...

Working with us also means that we can generate additional funds for some fantastic causes through our FinWELL Charity Foundation.

We're already working with Ripple Suicide Prevention, EveryYouth, Mid and West Kent Mind and many more.