Financial education and financial surgeries

Employees who are worried about financial issues cost companies money.

There is a wealth of research that has shown this to be an indisputable fact. The costs arise because of absence, lateness, poor performance at work and the consequences of operating machinery while tired and distracted.

23% of companies nationally have begun to address the problem by providing financial education programmes for employees.

We combine a a financial education programme with financial surgeries for employees. The big advantage for the employer is there is no cost, either for the employer or the employees.

Why don't we charge?
In any company with 50+ employees there will be a number of individuals who will require financial products or services. When we transact financial business we receive procuration fees or commissions from providers. We don't therefore need to charge at the workplace.

What financial education do we provide?
We base any training on the Financial Services Authority website Money Made Clear.

What services do we provide?
Basically any service related to finance; from mortgages, insurances and wills through to pensions, investments and inheritance planning.

Independence
We are independent brokers, and we work with a team of other independent professionals who offer best advice because they use products from the whole market.

For a discussion about support for your employees call David Lossl:
0845 170 20 20 or 07855 799 807
or email.