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Our story so far if you haven't seen it...
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Hello from our team to yours!
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Ryan Briggs
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Introducing Ryan Briggs
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Ryan created FinWELL to help people understand and then improve financial wellbeing, empowering them to healthier relationships with money and also better mental health having enjoyed various careers in professional sport, recruitment and financial services.
He is level four diploma qualified in financial services with over ten years experience, an accredited workplace financial education specialist, mental health first aider and keynote speaker.
In the first lockdown of 2020 he created Let’s Improve Workplace Wellbeing CIC (aka LiWW) for employers of all sizes across the UK and then set about simplifying financial wellbeing via the 'Money Matters Made Simple' mini-series of events with some of the UK’s leading organisations. Now the Financial Wellbeing Lead, this is a not-for-profit organisation that partners with The Jordan Legacy in the fight against suicide working with employers from both the public and private sector.
Ryan designed the simple four step 'Financial PAWA Plans' for anyone to understand and improve financial wellbeing regardless of age, salary, job role, family situations, levels of experience or confidence and also additional challenges around neurodiversity.
He is passionate about bringing the very best people within financial wellbeing together to make a positive impact on peoples lives on a global scale.
Outside of work he enjoys spending time with his wife and two young children and possibly even watching or playing various sports if time permits!
Areas of Focus:
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Investing for the Future | Modern Retirement Planning | Strategic Consultancy | London & South-East
He is level four diploma qualified in financial services with over ten years experience, an accredited workplace financial education specialist, mental health first aider and keynote speaker.
In the first lockdown of 2020 he created Let’s Improve Workplace Wellbeing CIC (aka LiWW) for employers of all sizes across the UK and then set about simplifying financial wellbeing via the 'Money Matters Made Simple' mini-series of events with some of the UK’s leading organisations. Now the Financial Wellbeing Lead, this is a not-for-profit organisation that partners with The Jordan Legacy in the fight against suicide working with employers from both the public and private sector.
Ryan designed the simple four step 'Financial PAWA Plans' for anyone to understand and improve financial wellbeing regardless of age, salary, job role, family situations, levels of experience or confidence and also additional challenges around neurodiversity.
He is passionate about bringing the very best people within financial wellbeing together to make a positive impact on peoples lives on a global scale.
Outside of work he enjoys spending time with his wife and two young children and possibly even watching or playing various sports if time permits!
Areas of Focus:
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Investing for the Future | Modern Retirement Planning | Strategic Consultancy | London & South-East
Katrin Viella
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Introducing Katrin Viella
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Katrin’s academic background is in business, cross-cultural and clinical psychology and has joined the team to deliver our first ever leadership training workshops combining financial and mental wellbeing in partnership with Govox and has previously worked with employers including the likes of Amazon, Arup and Co-op.
She is an experienced mental health trainer and passionate about earliest intervention, de-medicalising mental health approaches and humanising workplaces. She previously led a fully accredited mental health training academy for the charity ‘Mind’ and has specialised in workplace wellbeing training and culture change programs over the last few years. She is also a licensed and highly rated MHFA instructor and has trained hundreds of MHFAs.
Katrin is also experienced in workplace suicide prevention and works bi-lingually in English and German.
She lives in Saddleworth with her husband, 3 growing teenagers and supports her own wellbeing through physical activity, nature, painting and exploring different cultures.
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Mental Health & Wellbeing | Mental Health First Aider Training | Nationwide
She is an experienced mental health trainer and passionate about earliest intervention, de-medicalising mental health approaches and humanising workplaces. She previously led a fully accredited mental health training academy for the charity ‘Mind’ and has specialised in workplace wellbeing training and culture change programs over the last few years. She is also a licensed and highly rated MHFA instructor and has trained hundreds of MHFAs.
Katrin is also experienced in workplace suicide prevention and works bi-lingually in English and German.
She lives in Saddleworth with her husband, 3 growing teenagers and supports her own wellbeing through physical activity, nature, painting and exploring different cultures.
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Mental Health & Wellbeing | Mental Health First Aider Training | Nationwide
Mark Humphrey
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Introducing Mark Humphrey
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Mark is passionate about helping busy young professionals buy their first and next homes, taking the time, stress and hassle out of the buying and moving process and is the director of MHC Mortgage & Protection Ltd.
It's often the case that people don't have time or know where to seek help or advice, with many simply delaying or overlooking these important financial decisions.
Mark delivers 1-1 guidance sessions for FinWELL and he is also one of our key speakers around the property ladder and how to protect what is important.
Previously, Mark had extensive experience within the Health and Insurance sector with Bupa and so is also passionate about educating people around the ways they can protect their incomes and their families.
Outside of work he is a family man with a fantastic wife a three wonderful young daughters.
When time allows, long-distance running is his third passion and has even had a brief flirtation with stand-up comedy!
Areas of Focus:
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | The Property Ladder | Protecting Income & Family | Employee Benefits | London & South-East
It's often the case that people don't have time or know where to seek help or advice, with many simply delaying or overlooking these important financial decisions.
Mark delivers 1-1 guidance sessions for FinWELL and he is also one of our key speakers around the property ladder and how to protect what is important.
Previously, Mark had extensive experience within the Health and Insurance sector with Bupa and so is also passionate about educating people around the ways they can protect their incomes and their families.
Outside of work he is a family man with a fantastic wife a three wonderful young daughters.
When time allows, long-distance running is his third passion and has even had a brief flirtation with stand-up comedy!
Areas of Focus:
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | The Property Ladder | Protecting Income & Family | Employee Benefits | London & South-East
Justine Piercy
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Introducing Justine Piercy
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Justine is a Financial Wellbeing Consultant, with 25 years-experience in the Banking sector working for one of the UK’s largest high street banks. She has a Diploma in Management studies and is also a CeMap qualified mortgage advisor. She has spent the last 15 years in leadership roles mentoring, managing and training large teams of people. Her passion throughout her career has been coaching, developing and helping others to be the best they can be.
Since being made redundant in 2019, Justine is now passionate about helping other people become financially resilient, sharing her knowledge to support others with managing money and their long-term well-being.
Having worked as a Volunteer Ambassador for The Money charity over the last 18 months, she is now delivering financial wellbeing workshops in the workplace, providing support to employers and enhancing wellbeing programmes across the UK.
Justine lives in rural Northamptonshire with her husband, 10-year-old daughter and two crazy Springer Spaniels. In her spare-time she loves cross fit training in the gym and curling up with a good book!
Areas of Focus:
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Money Management | Midlands
Since being made redundant in 2019, Justine is now passionate about helping other people become financially resilient, sharing her knowledge to support others with managing money and their long-term well-being.
Having worked as a Volunteer Ambassador for The Money charity over the last 18 months, she is now delivering financial wellbeing workshops in the workplace, providing support to employers and enhancing wellbeing programmes across the UK.
Justine lives in rural Northamptonshire with her husband, 10-year-old daughter and two crazy Springer Spaniels. In her spare-time she loves cross fit training in the gym and curling up with a good book!
Areas of Focus:
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Money Management | Midlands
Lucy Wallington
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Introducing Lucy Wallington
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Lucy brings over 30 years experience as a HR & people lead working with the likes of Gap & Apple.
Looking after her team’s wellbeing & engaging them in their personal development was one of her great passions and strengths.
With a keen interest in money management, Lucy has transitioned into helping others create the best foundation with their personal finances so that they can move towards what they really want in life.
We all have different stages and seasons in our busy lives that find us needing different financial set ups, from starting out, moving forward as a couple or going solo.
Lucy will help you create clarity from your confusion & a budget to match your new chapter.
I live in the Kent countryside with my partner, his two dogs & my cat who often comes along on our dog walks in the orchards. It’s crowded but fun!
Areas of Focus:
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Money Management | London & South-East
Looking after her team’s wellbeing & engaging them in their personal development was one of her great passions and strengths.
With a keen interest in money management, Lucy has transitioned into helping others create the best foundation with their personal finances so that they can move towards what they really want in life.
We all have different stages and seasons in our busy lives that find us needing different financial set ups, from starting out, moving forward as a couple or going solo.
Lucy will help you create clarity from your confusion & a budget to match your new chapter.
I live in the Kent countryside with my partner, his two dogs & my cat who often comes along on our dog walks in the orchards. It’s crowded but fun!
Areas of Focus:
1-1 Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Money Management | London & South-East
Nuz Chagan
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Introducing Nuz Chagan
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Nuz is an experienced and award winning Wellbeing Lead with a demonstrated history of working within Workplace Wellbeing, employee engagement, benefit audits, leadership and Marketing within the retail industry having implemented a successful financial well-being strategy with links to mental health at IKEA UK & Ireland.
Nuz now works as the Head of Wellbeing Strategy at Govox who are an online evaluation and maintenance tool that helps workplaces, educational institutions and sports clubs proactively identify who is thriving and who is struggling, and prioritise the conversations that matter – the conversations that can save lives.
Areas of Focus:
1-1 Financial Guidance Sessions | Interactive Group Workshops | Strategic Consultancy | Financial Wellbeing | Links to Mental Wellbeing | Midlands
Nuz now works as the Head of Wellbeing Strategy at Govox who are an online evaluation and maintenance tool that helps workplaces, educational institutions and sports clubs proactively identify who is thriving and who is struggling, and prioritise the conversations that matter – the conversations that can save lives.
Areas of Focus:
1-1 Financial Guidance Sessions | Interactive Group Workshops | Strategic Consultancy | Financial Wellbeing | Links to Mental Wellbeing | Midlands
Daniel Donovan
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Video Intro - Coming Soon
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Like many people, Daniel graduated from university with a degree and a great big stack of debt!
It's taken until his forties for him to get his own finances in order and he wants to help others to avoid the mistakes he made, and to get financially healthier sooner rather than later.
Having worked on the launch of Nest, the government’s flagship auto enrolment pension provider, Dan has seen first hand how powerful the role of the employer is in workplace financial wellbeing. He believes that pension auto-enrolment is just the start, and that in the future it will be the norm for employees to have access to a digitally connected eco-system of financial products and services through their employer.
In recent years, he has been working in the HR, payroll and pension technology space and he’s a never-ending source of “crazy ideas” for how technology solutions can be harnessed to make this future a reality.
Dan moved from his native Middlesbrough to Norfolk at the age of 19, and hasn’t yet found his way home. Somewhere along the road, he acquired a wife, daughter and lunatic Cocker Spaniel, all of whom are Norfolk-native, so it looks like he’s stuck there now for good.
Areas of Focus:
1-1 Financial Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Investing for Your Future | Pensions | Modern Retirement | East Anglia
It's taken until his forties for him to get his own finances in order and he wants to help others to avoid the mistakes he made, and to get financially healthier sooner rather than later.
Having worked on the launch of Nest, the government’s flagship auto enrolment pension provider, Dan has seen first hand how powerful the role of the employer is in workplace financial wellbeing. He believes that pension auto-enrolment is just the start, and that in the future it will be the norm for employees to have access to a digitally connected eco-system of financial products and services through their employer.
In recent years, he has been working in the HR, payroll and pension technology space and he’s a never-ending source of “crazy ideas” for how technology solutions can be harnessed to make this future a reality.
Dan moved from his native Middlesbrough to Norfolk at the age of 19, and hasn’t yet found his way home. Somewhere along the road, he acquired a wife, daughter and lunatic Cocker Spaniel, all of whom are Norfolk-native, so it looks like he’s stuck there now for good.
Areas of Focus:
1-1 Financial Guidance Sessions | Interactive Group Workshops | Financial Wellbeing | Investing for Your Future | Pensions | Modern Retirement | East Anglia
Leonie has over 20 years experience in account management working with leading employers such as Kent Messenger, GSK, Kelloggs, Warburton and Direct Link.
Leo now oversees the initial contact and relationship management for FinWELL’s corporate clients in a range of sectors specifically construction, recruitment, professional services and public sector organisations including councils and healthcare.
Leonie is also training with Kent & Medway Trust to become a qualified counsellor to further support the work we do with employers and their teams linking both financial and mental wellbeing.
Outside of work Leonie enjoys spending time with her family and young children.
Account Management | Client Relationships | Links to Mental Wellbeing | Nationwide
Leo now oversees the initial contact and relationship management for FinWELL’s corporate clients in a range of sectors specifically construction, recruitment, professional services and public sector organisations including councils and healthcare.
Leonie is also training with Kent & Medway Trust to become a qualified counsellor to further support the work we do with employers and their teams linking both financial and mental wellbeing.
Outside of work Leonie enjoys spending time with her family and young children.
Account Management | Client Relationships | Links to Mental Wellbeing | Nationwide
Peter is a highly commended, financial content creator, podcaster and financial expert. He is a qualified Financial Adviser and passionate about helping people understand how to create financial security through positive financial habits. Peter founded Conversation of Money (a YouTube Channel and weekly Podcast) in 2020 to have conversations he wished someone had with him when he was in his twenties. Having struggled with debt through his twenties and thirties, his story has seen him go from being fostered and homeless to the Executive Team of a Fortune 100 company.
During his 15 year career in financial services, he has held key roles at some of the biggest Financial Institutions including RBS, MetLife, St. James’s Place and Investec. Peter uses his wealth of knowledge and experience gained working in Retail Banking, Corporate Banking and Wealth Management to simplify financial topics and make them relatable to ordinary people.
Peter has been featured on Lorraine, The Times, The Express, ITV and has appeared as the Financial Expert on Secret Spenders: Beat the Price Rises on Channel 4.
Areas of Focus:
Interactive Group Workshops | Financial Wellbeing | Cost of Living Crisis | Investing for the Future | Schools & Universities | Sports & Entertainment
During his 15 year career in financial services, he has held key roles at some of the biggest Financial Institutions including RBS, MetLife, St. James’s Place and Investec. Peter uses his wealth of knowledge and experience gained working in Retail Banking, Corporate Banking and Wealth Management to simplify financial topics and make them relatable to ordinary people.
Peter has been featured on Lorraine, The Times, The Express, ITV and has appeared as the Financial Expert on Secret Spenders: Beat the Price Rises on Channel 4.
Areas of Focus:
Interactive Group Workshops | Financial Wellbeing | Cost of Living Crisis | Investing for the Future | Schools & Universities | Sports & Entertainment
Will Rainey is a writer and speaker focused on helping parents teach their kids about money. He is the author of the children's book, Grandpa's Fortune Fables. His work has appeared in the Financial Times, iNews and The National News.
His website, bluetreesavings.com, has helped thousands of parents start talking to their kids about money. He has been invited to speak at Fortune 500 (Global) companies.
Will was an award-winning investment consultant providing investment advice to governments, insurance companies and some of the world's largest pension schemes.
His content features in the FinWell Hub and is available to book for online group workshops as part of your financial wellbeing programme with FinWell.
Areas of Focus:
Interactive Group Workshops | Financial Wellbeing | Investing for Parents & Children
His website, bluetreesavings.com, has helped thousands of parents start talking to their kids about money. He has been invited to speak at Fortune 500 (Global) companies.
Will was an award-winning investment consultant providing investment advice to governments, insurance companies and some of the world's largest pension schemes.
His content features in the FinWell Hub and is available to book for online group workshops as part of your financial wellbeing programme with FinWell.
Areas of Focus:
Interactive Group Workshops | Financial Wellbeing | Investing for Parents & Children
Bio Coming Soon
Areas of Focus:
Interactive Group Workshops | Legal Advice | The Property Ladder | London & South-East
Areas of Focus:
Interactive Group Workshops | Legal Advice | The Property Ladder | London & South-East
Zahra specialises in Wills and Tax Planning and has a genuine ability to put herself in other people's shoes and empathise with them having joined Thackray Williams in June 2016.
This, together with her technical strengths and eye for detail, allows her to achieve the best possible outcome for her clients. She believes in developing a long-lasting professional relationship with her clients and is keen to be their trusted advisor.
Zahra is a full member of the Society of Trust & Estate Practitioners (STEP), a professional body recognised the world over and which admits only the most experienced practitioners in the field of trusts and estates.
Zahra is also a full member of the Private Client Section of the Law Society and will in due course be embarking upon the Chartered Institution of Taxation exams, with a view to gaining an additional qualification as a Chartered Tax Advisor.
In her spare time, she likes to cook and experiments with a variety of cuisines from across the world, inspired by her own cultural background. She is active in her local community and has a passion for travelling and languages and is currently studying colloquial Arabic and Farsi in her spare time.
Areas of Focus:
Interactive Group Workshops | Legal Advice | Protecting Families | Inheritance Tax Planning | London & South-East
This, together with her technical strengths and eye for detail, allows her to achieve the best possible outcome for her clients. She believes in developing a long-lasting professional relationship with her clients and is keen to be their trusted advisor.
Zahra is a full member of the Society of Trust & Estate Practitioners (STEP), a professional body recognised the world over and which admits only the most experienced practitioners in the field of trusts and estates.
Zahra is also a full member of the Private Client Section of the Law Society and will in due course be embarking upon the Chartered Institution of Taxation exams, with a view to gaining an additional qualification as a Chartered Tax Advisor.
In her spare time, she likes to cook and experiments with a variety of cuisines from across the world, inspired by her own cultural background. She is active in her local community and has a passion for travelling and languages and is currently studying colloquial Arabic and Farsi in her spare time.
Areas of Focus:
Interactive Group Workshops | Legal Advice | Protecting Families | Inheritance Tax Planning | London & South-East
Jamie is an Award-winning Wellbeing Coach, Consultant, and qualified Mental Health First Aid Instructor.
He tirelessly spreads the message of hope around Mental Health recovery through his writing, webinars, training, and inspirational speaking.
Jamie shares his own personal experiences with poor mental health to enable others to have the confidence to talk about theirs and understand that there is always hope.'
He is now combining his passion for mental wellbeing with the ability to also help people improve their financial wellbeing.
Jamie lives in Staffordshire with his Wife, Son, Stepson, Pug, French Bulldog and Pomeranian.
In his spare time he wonders why he supports Stoke City FC, is passionate about music and loves to draw and design.
Areas of Focus:
Interactive Group Workshops | 1-1 Guidance Sessions | Midlands | Construction | Recruitment
He tirelessly spreads the message of hope around Mental Health recovery through his writing, webinars, training, and inspirational speaking.
Jamie shares his own personal experiences with poor mental health to enable others to have the confidence to talk about theirs and understand that there is always hope.'
He is now combining his passion for mental wellbeing with the ability to also help people improve their financial wellbeing.
Jamie lives in Staffordshire with his Wife, Son, Stepson, Pug, French Bulldog and Pomeranian.
In his spare time he wonders why he supports Stoke City FC, is passionate about music and loves to draw and design.
Areas of Focus:
Interactive Group Workshops | 1-1 Guidance Sessions | Midlands | Construction | Recruitment
Aly has been a solicitor working with business owners for over 25 years.
As a business owner herself, she really gets the importance of understanding and being in control of financial affairs, to maintain wellbeing.
Now running her own law firm, she focuses on helping small business owners, protect their businesses legally, to ensure maximum value and reduce the risk of financial harm.
Known as the "singing solicitor", outside work, she is a member of a community choir and is a Careers Governor at her local secondary school, where she hammers home the importance of preparing young people, not just for the world of work, but also educating them early on in life about financial matters.
She has an amazing family and a dog called Bilbo. One of her life's purposes is to help everyone she comes into contact with, be abdundant in all areas of their lives and she is excited to be part of the FinWELL team.
Areas of Focus:
Interactive Group Workshops | 1-1 Guidance Sessions | London & South-East | Business Owners | Legal Matters
As a business owner herself, she really gets the importance of understanding and being in control of financial affairs, to maintain wellbeing.
Now running her own law firm, she focuses on helping small business owners, protect their businesses legally, to ensure maximum value and reduce the risk of financial harm.
Known as the "singing solicitor", outside work, she is a member of a community choir and is a Careers Governor at her local secondary school, where she hammers home the importance of preparing young people, not just for the world of work, but also educating them early on in life about financial matters.
She has an amazing family and a dog called Bilbo. One of her life's purposes is to help everyone she comes into contact with, be abdundant in all areas of their lives and she is excited to be part of the FinWELL team.
Areas of Focus:
Interactive Group Workshops | 1-1 Guidance Sessions | London & South-East | Business Owners | Legal Matters
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 membership fees from 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 membership fees from our collaborative partners.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
PRIVACY NOTICE
