Workplace Financial Education

Sharing knowledge and wisdom to make a positive difference

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financial education

74% of professionals say that financial education improves performance

Expatriates face both increased opportunity and risk.

Increasingly the link between debt, money worries and stress is being recognised by employers.  

A bit of wisdom goes a very long way, and financial wellness protects your personnel and improves corporate performance.



Financial education programmes

Financial education programmes

Many international companies let financial foxes into their hen houses because they offer allegedly free services.

Our team will teach your staff why free isnt a good idea when it comes to financial advice.  And they will deliver genuinely impartial knowledge to benefit both employer and employee.



Important financial education areas

Important areas...

  • Financial awareness;
  • Life events;
  • Effective ways to budget;
  • Defining financial goals and requirements;
  • Net-worth statement
  • Ways to save for retirement;
  • Low-cost investing/Index funds
  • The true cost of retirement;
  • Debt management;
  • Insurance and protection.

 Book a 15-minute discovery call

“AES made the process very easy for us. They gave a great presentation to our employees and really impressed us with their simple wisdom and approach.”

Robert Lachlan
HR Director

“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.”

Stuart Ritchie
Chartered Wealth Manager and Chartered Fellow

“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.”

Julian Vydelingum
Chartered Financial Planner

“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.”

Charlie Oakham

    International executive financial planning

    78% of executives are affected by financial stress.

    Our expert team provide financial counselling for executives, entrepreneurs and senior staff.

    This increases executive focus, engagement and performance whilst improving retention and enhancing loyalty.



    Providing your most valued staff with financial counselling...

    • Helps differentiate you from your competitors;
    • Helps retain and recruit exceptional talent;
    • Demonstrates you genuinely care about your key employees;
    • Enables your executives to concentrate on running your business.

    Frequently asked questions

    What is executive financial counselling?

    Executive financial counselling is the provision of bespoke education, consultation and expert, independent financial advice to executives and management within a company.

    What specific workplace financial education services do you offer?

    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.

    What is workplace financial education?

    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.

    Why is my employees' financial wellbeing so critical?

    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.

    Learn more about our workplace financial education programmes

    Book a 15-minute discovery call