WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. 

Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics.

For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement. 


Retirement

WEALTH at work

David Cassidy

Paul Morton

Pete Brierley

Jerome Gudgeon

Mia Cameron

Neil Johnson

Thomas Manley

Sarah Long

Jane Griffiths

Gareth Davies

Jeff Saw

The Financial Coaching and Advisory team at WEALTH at work provides personalized financial guidance and education to employees across various organizations. They are dedicated to enhancing individuals' financial wellbeing by offering tailored coaching sessions, answering inquiries through a helpline, and delivering regulated financial advice, particularly for those approaching retirement. The team consists of coaches, analysts, and relationship managers who work collaboratively to empower clients with the knowledge and tools to improve their financial futures.

Financial Coaching and Advisory

Client Services and Relationship Management

Finance and Compliance

Financial Coaching and Advisory

About

Team members

Other teams at WEALTH at work

Client Services and Relationship Management

Finance and Compliance