One to one clinics

"This is definitely an employee benefit I (and many of my colleagues) really value.  I know a lot of us have been crying out for this advice."

Our on-site one to one financial clinics are tailored for employees who have specific financial queries they need advice and direction on.  Each session lasts 20 minutes and gives the employee the opportunity to clarify any issues they may have during this time.

These clinics can be provided on a standalone basis or in conjunction with our Financial Awareness Seminars.

Request Pricing

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Sample of Topics Discussed

• Switching Mortgage
  
• Company Share Scheme
  
• Using your pension to clear your mortgage
  
• Checking your credit rating
  

• Claiming back medical expenses
  Overpaying your mortgage
  Switching credit card providers
  Sell or keep rental property
  

• Financing a car
  Best rate for savings account
  Mortgage interest rates
  Where to invest lump sum
  

• Tax on gifts
  Understanding tax credits
  Making a Will
  Benefit in kind
  

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Clinic Outcomes

Better Understanding
The employee has a better understanding of their financial situation and the different ways it can be improved/managed.

Direction
They have a clearer direction of which solution will work best for them and what needs to be done.

Foresight
The benefit of getting this advice is that they know in advance what the consequences of a particular action will be before they do it.