WEALTH at work is a specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals.
We help employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This involves targeting different segments of the workforce to enhance employee engagement.
Our regulated advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.
This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.
WEALTH at work
5 Temple Square
0800 234 6880
Jonathan Watts-Lay 07900 137 675
- Financial Education
- Guidance Service
- Financial Wellbeing
- Regulated Advice Service
– Investment Planning
– Pension Planning
– Retirement Income
- Retirement Income Options Service
Covering topics such as:
- Pension changes
- Share schemes
- General Financial Awareness
- Long-term income planning
- Specialist modules for executives
Please click here to view our brochures.
We work with many FTSE 350 and SME employers within the UK.
Please visit our website to see our most recent testimonials.
References are available upon request.