Financial Advice in the Workplace

Free financial planning seminars & workshops

We can provide free presentations to your team and colleagues, covering financial decisions that they may face in their careers. Our ‘lunch & learn’ events can be delivered at your place of work and they are tailored to focus on your team’s relevant personal planning questions.

As well as the learning, we’ll even arrange the lunch.

Some of the frequent concerns that we address include:

  • Investments and ISAs
  • Pensions and consolidation
  • Personal protection
  • Mortgages

Let us help your team
get the advice
they need.

Get in touch

Financial security is a great way to boost team morale. We are ready to help. Email or call 0330 341 0717 to ask about a presentation in your workplace.