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Financial Foundations
Available to organisations nationwide across the UK.
Support your team with practical financial understanding that strengthens wellbeing,confidence, and long-term resilience at work.
Financial stress is one of the biggest hidden pressures employees carry. It affects productivity, focus, mental wellbeing, and decision making. Yet most workplace wellbeing initiatives overlook financial education, the foundation that enables people to navigate life confidently
Financial Foundations provides structured, accessible financial education designed to empower teams, reduce stress, and support better decisions far beyond the workplace.
No products are promoted. No selling. Just clarity, confidence, and guidance built around real life.
Because we believe financial education is a necessity, not a luxury. A financially well person is a better person, regardless of income, and regardless of whether an organisation is large or small.
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Why Financial Foundations?
More employees than ever are facing uncertainty around:
- How mortgages actually work
- Structuring finances amid rising living costs
- Understanding pensions & long-term planning
- Navigating investment risks
- Managing protection needs responsibly
- Avoiding misinformation and scams
- Building confidence to ask questions
Financial pressure doesn't stay at home, it influences performance and wellbeing atwork.
When organisations take an active role in building financial stability, employees arebetter equipped to:
- Reduce stress levels
- Make informed financial decisions
- Plan for uncertainty
- Focus at work
- Stay resilient through life events
- Avoiding misinformation and scams
- Building confidence to ask questions
Financial education isn’t a luxury. It’s workplace safeguarding.
Programme Formats
Financial Foundations is flexible. Choose the option that suits your workforce, schedule, and wellbeing priorities.
All sessions are:
- Delivered live UK-wide
- In plain language
- Adapted to different learning styles
- Supported by anonymised Q&A
- Purely educational, not regulated advice
- Avoiding misinformation and scams
- Building confidence to ask questions
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Option A: Financial Foundations – Focus Session
For regular contribution plans, our fee is 50% of the first year’s contributions, capped at £2,000.
A one off 90 minute interactive training for employees at all levels.
Core pillar topics:
- Mortgages
- Protection
- Investments
- Pensions
This gives employees clarity across four areas that commonly cause financial stressand uncertainty.
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Option B: Financial Foundations – Learning Series
Where you choose to receive ongoing advice, we charge an ongoing adviser fee of up to 1% per annum, based on the value of the investments under advice
Three structured sessions delivered weekly, fortnightly, monthly, or more flexibly based on workplace availability.
- Session 1: Core concepts & money mindsets
- Session 2: Tax, mortgages & borrowing confidence
- Session 3: Pensions, investing & long-term planning
- Continued access to advice and support
Designed to build sustainable financial capability gradually without overwhelming.
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Option C: Financial Foundations – Topic Deep Dive
Where you choose to receive ongoing advice, we charge an ongoing adviser fee of up to 1% per annum, based on the value of the investments under advice
One session dedicated to a specific financial area your organisation selects.
Options include:
- Mortgages
- Taxation
- Protection & contingency planning
- Investments
- Pensions
- Financial planning for high-pressure roles
- Planning for major life transitions
Ideal for teams with shared financial concerns (first-time buyers, retirement planning, relocating, parental leave returners, etc.).
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Option D: Financial Foundations – Lunchtime Learning
A 45-minute session built around busy schedules
- Residential mortgages: from £400
- First-time buyers: typically £500
- More complex cases: (e.g. adverse credit, Right to Buy): higher fees may apply
- Returning clients: often no fee
- RetProduct transfers: usually fee free
Bite-sized insights + Q&A focused on one key topic.
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Option E: Financial Foundations – Executive Edition
Where you choose to receive ongoing advice, we charge an ongoing adviser fee of up to 1% per annum, based on the value of the investments under advice
A 2 – 3 hour small-group workshop tailored to leadership teams or founders.
Includes:
- Mortgages & lending structures
- Tax structuring concepts
- Pensions strategy awareness
- Long-term wealth planning principles
- Investments fundamentals
- Risk management & behavioural drivers
Designed to build sustainable financial capability gradually without overwhelming.
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Option F: Financial Foundations – New Starter Induction
Where you choose to receive ongoing advice, we charge an ongoing adviser fee of up to 1% per annum, based on the value of the investments under advice
A welcoming financial orientation for new hires, including international staff.
Supports employees in navigating their financial wellbeing from day one.
For international staff: understanding how finances work in the UK
For new starters: early foundations for confident financial management
- Mortgages
- Taxation
- Protection & contingency planning
- Investments
- Pensions
- Financial planning for high-pressure roles
- Planning for major life transitions
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Option G: Financial Foundations – 1-to-1 Clinics
Where you choose to receive ongoing advice, we charge an ongoing adviser fee of up to 1% per annum, based on the value of the investments under advice
Confidential short appointments following group sessions.
Employees can ask personal questions privately and receive individual guidance, without product discussions.
- Mortgages & lending structures
- Tax structuring concepts
- Pensions strategy awareness
- Long-term wealth planning principles
- Investments fundamentals
- Risk management & behavioural drivers
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Option H: Financial Foundations – Annual Pathway
Where you choose to receive ongoing advice, we charge an ongoing adviser fee of up to 1% per annum, based on the value of the investments under advice
Quarterly workshops + optional 1-to-1 clinics delivered across 12 months.
Provides ongoing support and measurable wellbeing impact.
- Mortgages
- Taxation
- Protection & contingency planning
- Investments
- Pensions
- Financial planning for high-pressure roles
- Planning for major life transitions
What Your Organisation Gains
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Benefits to employees
Broker fees are capped at £7,500 and structured as follows:
- Increased financial confidence
- Reduced stress and anxiety
- Improved financial decision-making
- Protection against misinformation & scams
- Support during life transitions
- Greater sense of employer support
- Managing cashflow under rising costs
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Benefits to organisations
Broker fees are capped at £7,500 and structured as follows:
- Improved employee wellbeing
- Productivity uplift through reduced distraction
- Increased retention and engagement
- Stronger employer brand & duty of care
- Reinforcement of DEI & wellbeing strategies
- Supports ESG-aligned wellbeing outcomes
What Your Organisation Gains
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Our Approach
Broker fees are capped at £7,500 and structured as follows:
All sessions are:
- Non-commercial
- Delivered by a regulated individual, but focused on education only
- Not regulated financial advice
- Inclusive and accessible
- Delivered in plain language
- Adaptable to all learning styles
- Structured to empower independent decisions
- Grounded in real-world examples
We don’t tell people what to buy. We help them understand systems, risks, and frameworks, so they feel confident planning ahead on their own terms.
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Who We Deliver To
Broker fees are capped at £7,500 and structured as follows:
Suitable for:
- Corporates & multinationals
- SMEs & start-ups
- NHS trusts & healthcare settings
- Universities & research institutions
- Professional services firms
- Education & charity sectors
- Small and medium sized organisations
Delivery options:
- In-person
- Remote live sessions
- Hybrid formats
- Universities & research institutions
- Professional services firms
- Education & charity sectors
- Small and medium sized organisations
Supporting Your Wellbeing Strategy
Financial wellbeing is now a critical component of organisational health just like mental health, physical wellbeing, and workplace culture.
Financial Foundations integrates seamlessly into existing People & Culture, HR, DEI,wellbeing, and learning & development frameworks.
Book a discussion
If you’d like to explore programme options, session structure, cheduling, or tailoring for your organisation, we’d be delighted to speak with you.
Contact us to discuss Financial Foundations for your team:
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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