Financial Wellbeing - Sutton Council
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.
Feel free to take a look below at the Financial Wellbeing Basics videos, a range of content around our five Areas of Focus, upcoming Interactive Group Workshops, book a 1-1 Financial Guidance Session or Access Professional Advice.
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.
Feel free to take a look below at the Financial Wellbeing Basics videos, a range of content around our five Areas of Focus, upcoming Interactive Group Workshops, book a 1-1 Financial Guidance Session or Access Professional Advice.
Financial Wellbeing Basics
What is
Financial Wellbeing? |
Budgeting Basics
|
The 50/30/20 Rule
|
Building Emergency Funds
|
Areas of Focus
Services
1-1 Financial Guidance Sessions (Online or Onsite)
You will also now 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. Contact the HR/Wellbeing Team for more info. |
Access to Professional Advice
You'll 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: FinWELL do not offer financial advice and this is made available via regulated and authorised firms and individuals. |
Additional Resources
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