Financial Wellbeing at UPP

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 & Money Management videos, a range of content around FinWELL's five Areas of Focus, upcoming Interactive Group Workshops, book a 1-1 Financial Guidance Session or look at options around Professional Advice. 

Financial Wellbeing Basics & Money Management

Intro to Financial Wellbeing
Dealing With Debt
Budgeting Basics
The 50/30/20 Rule
Savvy Spending Habits
Building Emergency Funds

Areas of Focus

1.Money Management
2.The Property Ladder
3.Financial Protection
4.Investing in your Future
5.Retirement Planning

Financial Wellbeing Services

Financial Education Content

Feel free to click on the various financial areas of focus along life's journey above to access relevant content including videos, articles and podcasts.
Interactive Group Workshops (Online)

Improve your knowledge, understanding and confidence with various upcoming online events covering key money matters, topics and themes.

Watch the recordings below and keep an eye out for future workshops.
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.
Access to Debt Advice

If debts are getting out of control then we are able to signpost you to StepChange Charity who are the leading provider of free debt advice in the UK.
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.
IMPORTANT
We do not recommend or endorse any specific advisers and you proceed on a personal basis.
Professional Advisers offer an initial no obligation meeting online or in-person to discuss their products, services, processes and relevant costs.  
Oliver Wronski
  • 4. Investing For Your Future
  • 5. Modern Retirement Planning
  • London
More Information
Harriet Compton
  • 3. Protecting What's Important
  • 4. Investing for your future
  • ​5. Modern Retirement Planning
  • London
​More Information
​View on VouchedFor
Ian Logan
  • 3. Protecting What's Important
  • 4. Investing for your future
  • ​5. Modern Retirement Planning
  • London
​More Information
Vikki Herbert
  • 2. The Property Ladder
  • 3. Protecting What's Important 
  • South-East
More Information
Chris Alpe​​
  • 3. Protecting What's Important
  • 4. Investing for your future
  • ​5. Modern Retirement Planning
  • South-East
More Information
View on VouchedFor
Zahra Kanani
  • 3. Protecting What's Important
  • London
More Information Coming Soon
Simon Megson
  • 3. Protecting What's Important
  • 4. Investing for your future
  • ​5. Modern Retirement Planning
  • North Midlands
More Information
View on Unbiased
Mark Humphrey
  • 2. The Property Ladder
  • 3. Protecting What's Important
  • South-East
More Information
View on VouchedFor

Find Professional Advisers Local To You

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