AN IMPORTANT PART OF YOUR FINANCIAL WELLBEING SUPPORT STRATEGY

KEY FEATURES

✅ Build knowledge, understanding and confidence

✅ Enjoy clear, simple and jargon free explanations

✅ No selling of products or any personal advice, just education, guidance and support

✅ 30 minute sessions either online or in-person as part of a dedicated half/full day

✅ Covering all topics along life’s financial journey from debt, budgeting and basic money management to savings, investing, pensions and retirement planning

✅ Experienced and qualified FinWELL Coaches with previous roles within financial services

✅ Effective signposting to relevant resources or your existing employee benefits to enhance engagement

✅ Sessions can include recorded transcript


We’re delighted that our 1-1 sessions are part of the Project Flourish campaign and the Royal Foundation’s Homewards programme with Hays and EveryYouth helping those experiencing or at risk of homelessness.

Contact Us

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“FinWELL’s 1-1 sessions are an integral part of our approach to improving financial wellbeing AND OUR HARDSHIP GRANT PROCESS.”
dR KATE GODFREY - MOORFIELDS EYE HOSPITAL NHS TRUST

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“mY 1-1 WITH JOHN GAVE ME SO MUCH CLARITY AND CONFIDENCE WITH REGARDS TO MY FINANCES. I LOVE THE FACT THAT THERE IS NO SELLING OF PRODUCTS JUST EDUCATION, GUIDANCE AND THINGS FOR ME TO CONSIDER MYSELF.”
eMPOYEE - HM LAND REGISTRY

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“i attended a pensions related group workshop then arranged a 1-1 off the back of it. This gave me great comfort to know i’m actually on track and reduced a lot of money related stress and worry.”
employee - coca-cola europacific partners

 FAQs

  • 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.

  • 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.

  • No, not all employees are at the right stage of their FinWELL journey for a 1-1 session so will not want or need one.

    We’ve also learnt that the best way to maximise engagement and impact is to offer them one them once an employee has attended one of our group workshops.

    This gives them a chance to meet some of our team and understand what a 1-1 session is and if it is right for them.

  • Some employers have implemented FinWELL 1-1 Guidance Sessions into their onboarding process for graduates, apprentices, young adults and new recruits.

    Some use them as part of their hardship grant process and others identify those who may benefit from them once they have completed our FinWELL Money Score and Action Planning Tool.

    We can work with you and your teams to work out the best way for 1-1 sessions to add value.