Financial Coaching & Wellbeing Workshops

Although our mental wellbeing has been highlighted as important, many of us ignore our financial wellbeing and delay making tough financial decisions. As a result, many people are suffering from poor financial wellbeing and this negatively impacts day to day activities, such as family time and work. In fact, 24% of UK employees worry about money every day, up 8% in a year. 40% reported that financial concerns were their biggest worry in 2022.

For an employer, absenteeism and presenteeism is rife amongst the workplace and financial wellbeing is a contributing factor. Incredibly, £6.2 billion was the combined cost of absenteeism and presenteeism to UK employers. This was confirmed by employees as 29% of workers reported a drop in productivity of between 1 and 2 hours due to financial distress.

The solution? Well, almost two-thirds (63%) of employees want more help with their finances from their employer. In fact, only 11% of employees say that their employer has provided them with financial education in the past 12 months.

We want to try and offer financial coaching and wellbeing workshops to as many as possible. As an employer, we hope the proposed workshops will help you to help your employees get a firm grip on their finances, now and in the future.

Sessions start at 9am, Friday 15th September and run for 3 weeks on alternate weeks. Each session will last for approximately 2 hours. 

Week 1 – 15th September

Week 2 – 29th September

Week 3 – 13th October


Please email us at if you want to participate virtually. 

Course Duration:

Week 1 – Income v.s Expenditure & How to Save Effectively

By looking at the 50/30/20 model, we will be able to determine a set methodology of spending money. We will discuss what amount to assign to necessary bills, whilst having enough to spend on ourselves and to save for the future.

we look at the ways to build sensible savings pots:

Emergency Funds
Short Term Savings
Long Term Investments


Week 2 – Identifying the Current Situation & Planning for the Future

By getting a firm grip of our income v.s expenditure as well as our assets and liabilities, we need to see where the land lies in regard to our current financial planning.

We will use our sophisticated cashflow forecasting to build an example financial plan. This will demonstrate how important it is to have an understanding of your current financial situation and whether the decisions you’re making today will help you achieve your future financial goals and objectives.

This session will also focus on the actions that can be taken if your financial plan is not on track. With the aid of cashflow forecasting, we will explain the ways in which you can improve your current financial plan:

Contributing more
Taking more risk
Extending the ‘time horizon’
Changing expectations


Week 3 – Mitigating the Risks & Wealth Preservation

No financial plan is immune to risk. So, we will look at some of the risks that would knock your financial plan off course, such as:

Loss of income due to illness or injury
Death of a spouse/partner
Long term care costs

We will then explain how to mitigate these with sensible financial planning practices.

After spending a lifetime of carefully stewarding your money, what things do you need to consider when it comes to passing wealth to the next generation? We will consider some ways of ensuring that your money stays with your family and not with HMRC!

Inheritance Tax
Wills/LPA (Estate Planning)
Investments & Pensions

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