“Creating access to a credible financial education program for your employees can equip them with the tools they need to fix, secure and grow their financial security, taking away worry and increasing concentration and productivity in the workplace.”
“Taking the burden of financial planning from busy executives is a privilege. I enjoy the diverse challenges I am presented with – from creating tax efficiency and cutting costs, to succession planning and family office structuring.”
“I enjoy the one-to-one sessions where people want a bit of personalised advice on retirement, right through to helping them with a complex situation, such as divorce or wealth distribution. The sessions make such a positive difference to people’s lives, and I’m always heartened when I can provide genuine help.”
“What a difference! Having a Chartered professional who I can trust has switched on the lights to me. I’ve clearly made some mistakes but I can now get on with my life and work with renewed vigour and peace of mind.”
Executive financial counselling is the provision of bespoke education, consultation and expert, independent financial advice to executives and management within a company.
We deliver teaching and guidance covering financial matters such as education fees planning, tax efficiency, pension allowances, inheritance tax, pension freedoms and general holistic financial advice.
We can do this in a face to face environment allowing education, discussion, clarification and ultimately, positive outcomes.
We aim to provide your staff with reassurance in areas which are often not easy to understand, and help staff use the financial resources available to them most effectively to achieve their goals.
Our service is highly valued by staff with a corresponding benefit to those businesses which provide access to it.
Financial education provides employees with information and guidance relating to financial matters.
It can cover workplace benefits such as pensions, share plans and insurance products, as well as mortgage information and issues such as dealing with debt.
Financial education aims to help your staff have control over their finances and improve their financial wellbeing.
As an employer you should take action to improve employee financial wellbeing as that can help improve people’s financial competence and productivity, reduce time off work due to stress, and thereby improve organisational performance.
Employees of all types and earning levels can be at risk of poor financial wellbeing, and many may require financial education.
Evidence shows that poor financial wellbeing impacts on health in terms of poor psychological wellbeing, higher stress and anxiety levels, and lower levels of good health.
This in turn impacts productivity in terms of poorer job performance, short-term decision-making, reduced ability to concentrate, lower productivity and absenteeism.