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1-1 Financial Guidance Sessions can be a an extremely valuable employee benefit to improve financial wellbeing and are most effective and impactful when combined with our groups workshops.
£750 + vat per block of 10 Sessions | 30 Mins | Online/In-Person as part of a Half-Day Training
Key Elements
Experienced Trainers
Cover all money matters along life’s financial journey
Establish or confirm personal goals
Measure Financial Wellbeing
Suggest practical next steps
Answer specific questions
Effective guidance and signposting to your existing employee benefits and relevant resources
No product selling or advice given
Simple online booking process via trackable credit system
Anonymous feedback generated
Head of Financial Guidance
John (Head of Training Justine’s husband) has enjoyed a thirty year career in financial services as a qualified financial planner, managing teams of advisers and support staff.
JP (as he’s known to the team) is our pensions and investments specialist sharing education, guidance and support via our online and in-person training and also heading up our 1-1 Support Services.
John is also the chairman of his local parish council and is happiest when out cycling!
1-1 Financial Guidance Sessions can be a an extremely valuable employee benefit to improve financial wellbeing and are most effective and impactful when combined with our groups workshops.
£750 + vat per block of 10 Sessions | 30 Mins | Online/In-Person as part of a Half-Day Training
Key Elements
Experienced Trainers
Cover all money matters along life’s financial journey
Establish or confirm personal goals
Measure Financial Wellbeing
Suggest practical next steps
Answer specific questions
Effective guidance and signposting to your existing employee benefits and relevant resources
No product selling or advice given
Simple online booking process via trackable credit system
Anonymous feedback generated
Head of Financial Guidance
John (Head of Training Justine’s husband) has enjoyed a thirty year career in financial services as a qualified financial planner, managing teams of advisers and support staff.
JP (as he’s known to the team) is our pensions and investments specialist sharing education, guidance and support via our online and in-person training and also heading up our 1-1 Support Services.
John is also the chairman of his local parish council and is happiest when out cycling!