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