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Advice Access Scheme
Available to organisations nationwide across the UK.
Give your employees access to trusted, top ranked, regulated financial and mortgage advice at discounted rates as part of your workplace wellbeing offering and employeebenefits package.
Financial worries don’t stay outside the workplace. They affect focus, productivity, stress levels, and mental wellbeing. Providing access to guidance from a regulated professional can dramatically improve confidence, reduce anxiety, and support better life decisions.
The Advice Access Scheme enables organisations to offer employees preferred access to discounted financial and mortgage advice, delivered separately and transparently by authorised advisers.
This scheme is suitable for organisations of all sizes, from start ups to national employers. Whether you have 5 employees or 10,000, we can tailor the scheme to your needs.
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Why offer the Advice Access Scheme?
Broker fees are capped at £7,500 and structured as follows:
Employees frequently need financial clarity when navigating life events such as:
- Buying a first home
- Remortgaging
- Reviewing protection needs
- Navigating pensions
- Planning for family changes
- Investing responsibly
- Managing cashflow under rising costs
Access to regulated advice can provide reassurance and prevent costly mistakes, yet many people avoid seeking help due to cost, uncertainty, or lack of trusted guidance.
This scheme allows employers to remove those barriers, without increasing internal workload or risk.
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What the scheme gives employees
Broker fees are capped at £7,500 and structured as follows:
Employees gain access to:
- Discounted regulated mortgage and financial advice
- Priority appointment access
- Confidential adviser communication
- Optional education sessions
- Tailored ongoing support where needed
A £500 Financial Review & Recommendation fee applies.
It’s a practical benefit that strengthens wellbeing and builds trust between employer and employee
Examples
- £10,000 investment → £500 total fee
- £200,000 investment → £5,500 total fee
- £600,000 investment → £12,500 total fee
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What organisations gain
Broker fees are capped at £7,500 and structured as follows:
- Strengthened wellbeing and duty of care
- Increased employee engagement
- Improved focus and productivity
- Reduced stress-related absenteeism
- Enhanced employer brand and EVP
- Confidence that financial support sits with regulated professionals
- Managing cashflow under rising costs
This is not financial education alone, and not a product push. It is responsible, regulated support offered at reduced cost through a workplace partnership
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Flexible for every organisation
Broker fees are capped at £7,500 and structured as follows:
We work with:
- SMEs
- Charities and non-profits
- Public sector bodies
- National companies
- Start ups and growth firms
- Private and family owned businesses
A £500 Financial Review & Recommendation fee applies.
Whatever your size, structure, or sector, the scheme can be tailored to fit your workforceand wellbeing strategy.
Examples
- £10,000 investment → £500 total fee
- £200,000 investment → £5,500 total fee
- £600,000 investment → £12,500 total fee
Let’s discuss how the Advice Access Scheme could work for your organisation
Available to Organisations Nationwide Across the UK.
We’ll arrange an exploratory call to understand your objectives and propose a partnership structure tailored to your employees.
There’s no obligation, and no assumptions about minimum employee numbers.
Contact us to discuss the Advice Access Scheme:
Get in Touch
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Office number
Email Address
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Head office address
Roxton Wealth ER76, The Link Business Centre, 49 Effra Road, London, SW2 1BZ
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