start feeling finwell in three simple steps…

1. evaluate 2. EDUCATE 3. EMPOWER

for all those connected to st barts nhs trust

We’ve helped thousands of employees (just like you) build healthier relationships with money from countries all over the world.

Whatever you’re age, income, cultural background, stage of life or personal financial situation, you can start to build healthier relationships with money by simply taking action today.

Scroll down to evaluate your current situation by measuring financial wellbeing with our FinWELL Money Scores.

You can then establish your areas of focus and personal FinWELL goals before accessing some of our free educational content, tools and resources.

We hope this empowers you to take action and might possibly see you on our live masterclasses and 1-1 sessions sometime soon!

1. evaluate your own financial wellbeing

Download our FinWELL PAWA Plan Form

Watch our short videos and use our FinWELL PAWA Plan Form or make some notes as you go along.

Intro Video

General Confidence

Relationship With Money

Ability To Pay Bills

Financial Resilience

Future Plans

Areas of Focus

What Are Your Next Steps?

Action Taking

Great work so far!!

Now add up your scores and double it to get your FinWELL Money Score out of 100.

Don’t worry what your number is, it’s just your starting point!

Now you should have a good idea where you can make some improvements, your areas of focus and your next steps.

Take a look at some of our educational videos and resources below before committing to some personal goals.

2. Access our FINWELL EDUCATIONAL content

Watch our educational videos to build your knowledge, understanding and confidence around money and life’s financial journey.

What is Financial Wellbeing?

Dealing With Debt

Building Emergency Funds

Budgeting Basics

The 50/30/20 Rule

Saving Spending Habits

Money Mindset

Money Management Tips

The Property Ladder

Pension Tips

Menopause & Money

Healthy Eating on a Budget

money lessons for kids (+ Adults!)

Access Lesson
Access Lesson
Access Lesson
Access All Money Lessons

3. empower yourself into FINWELL action

CONGRATULATIONS!

Hopefully you now understand your financial wellbeing a bit better, you’ve established your FinWELL Money Scores, areas of focus and personal FiNWELL goals.

We encourage you to continue your FinWELL journey by committing to take action!


Choose your FinWELL Goals and Win a Wellbeing Spa Day for Two or a £100 Voucher!

Complete our form below to be entered into our quarterly prize draw to win a wellbeing spa draw for two or a voucher for £100.

Your information will not be shared with your employer or any third parties.

Feel free to then access the follow up resources.

CPD Certified FinWELL Champion®️ Training

Similar to Mental Health Training, we are also rolling out CPD Certified FinWELL Champion®️Training across the NHS being led by Elizabeth Silva and Melanie Alveranga.

This three hour training will give you the skills and confidence to measure, understand and improve your own financial wellbeing before then going on to support colleagues internally by spotting the signs, having empathetic conversations and effectively signpost to existing employee benefits and relevant resources.

It can be delivered online or in-person with two e-learning modules and ongoing training and support and you can submit interest using the form below (include your email) or by emailing Elizabeth Silva.

Click for more information.

FURTHER RESOURCES

Debt Advice

Learn more

Government Support

Learn more

Money Saving Tips

Learn more

Financial Advice

Learn more