BOOK A finwell 1-1 guidance SESSION?
Empowering financial confidence & resilience
Watch our video with John to find out what a 1-1 Financial Guidance Session will involve and then decide if this could help you achieve your FinWELL Goals.
You might want to ask a private and confidential question about your finances and personal situation?
Maybe you’d like some specific support around something in particular or maybe you just want to check that you’re on the right track!
What are your FinWELL goals?
Some of the common FinWELL goals our team can help with include:
Dealing With Debt
Checking Credit Scores & Files
Better Budgeting
Building Emergency Funds
Create Saving Plans
The Property Ladder
Exploring Investing
Getting or Reviewing a Will
Review Insurances & Employee Benefits
Nominating Pension Beneficiaries
Reviewing Pensions & Contributions
Planing Retirement
Getting Through Redundancy
Or you can simply speak to us to ensure you’re on track with your own financial plans.
“My FinWELL 1-1 Session gave me so much clarity and confidence. It felt like I had a pile of jigsaw pieces that I couldn’t put together but after the session I had the tools to complete the puzzle myself!” Katie - University of birmingham
what will a 1-1 involve?
We have a team of qualified and experienced FinWELL Specialists who are available for a 30 minute 1-1 Session online at a convenient time for you.
You won’t be asked any personal or sensitive questions and you won’t be sold any products or given any specific financial advice.
This is all about helping you improve your knowledge, understanding and confidence through education and guidance and then being signposted to relevant resources so you can feel empowered to take the next step for yourself.
We would like to think that you’ll feel a lot more confident and be able to take action with your FinWELL Goals after just one session.
If you need another session or would like to book one in to keep yourself accountable then that’s fine too!
You can read a testimonial and our frequently asked questions below.
Request a session using our simple form and give us as much information as possible so we can match you with the most suitable FinWELL Specialist.
Cost
The cost for a 30 minute 1-1 session is £95 + vat unless your employer has purchased a number of credits.
Contact your HR/Wellbeing Team for more info.
request 1-1 session
What happens now?
Your 1-1 Session request will come through to our team and you’ll be matched up with the most suitable FinWELL Specialist based on your needs and availability.
They will then email you with a link to their calendar so you can choose a date and time that is convenient for you.
Once they have completed the session they will email you with a summary of the discussion and some things to consider together with additional links and resources.
You will also have the opportunity to share your anonymous feedback so we can keep standards high.
Cancellation Policy
If you cannot attend your session once booked then please give your FinWELL Specialist 24 hours notice otherwise your company will still be charged as per our terms and conditions.
Important Disclaimer
FinWELL are a training company specialising in workplace financial education and wellbeing.
We do not offer financial advice and do not promote, endorse or recommend any regulated products, services or providers. We will signpost back to your existing providers and employee benefits as much as possible.
FAQs
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No.
FinWELL gives you access to financial education, training, guidance and support in a private, confidential anonymous way.
We will not share any information from your 1-1 session(s) and it is just between you and your FinWELL Specialist.
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FinWELL Specialists have a unique combination of industry qualifications and personal lived experience.
Some of our specialists may have worked within the financial services sector with specific qualifications.
They will all have been through our FinWELL Awareness and CPD Certified Champion Training so that they can answer your money related questions and help you achieve your personal FinWELL goals and challenges.
It’s important to know that they will not be selling, promoting, endorsing or recommending any regulated products, services or providers and offer education and guidance with the ability to signpost to relevant resources and existing employee benefits.
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No.
Our clients (your employer) wanted a training, education, guidance and support service that wasn’t linked to products and didn’t require us to sell products to make money.
We have qualified and experienced people in our team but we do not promote, endorse or recommend any regulated products, providers or services.
This enables us to empower you to build your own knowledge, understanding and confidence to make your own decisions and choose your own next steps.
We’re happy to signpost you to relevant resource and will have a general understanding of your employee benefits and the process should you require financial advice but we do not provide it.
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This really ranges from session to session.
Some people want to talk to our team about a specific issue, challenge or concern while others simply want to ensure what they are doing is the right thing.
The same topics and themes seem to come up time and time again which is why we have created our twelve FinWELL Challenges to help them feel empowered to achieve them.
This could be dealing with debt or getting better to budgeting through to building financial resilience, getting the most out of employee benefits or getting to grips with pensions.
We have also developed additional challenges along life’s financial journey life such as parenting, neurodiversity, menopause, divorce, bereavement and many more.
FinWELL Specialists are trained to take an empathetic and non judgemental approach empowering employees with the knowledge, understanding and confidence to take the next step for themselves.
This can then include effective signposting to relevant resources and existing employee benefits.