Financial Wellness Workshops
Address financial wellbeing as part of holistic employee wellness. Reduce money-related stress and create a happier, healthier, more resilient workforce.
What is financial wellness workshops?
Financial wellness is a person's overall financial health and the absence of money-related stress. As part of holistic employee wellbeing, it recognises that financial concerns affect not only individuals but also their productivity, morale and overall engagement. Addressing financial wellbeing helps create a happier, healthier and more resilient workforce.
What we offer:
- Flexible workshop formats – One-off sessions or ongoing programmes, delivered online, in person or in small group settings
- Practical topics – Cashflow and budgeting, retirement planning, portfolio management, making the most of insurances, and planning for life events while avoiding financial pitfalls
- Personalised support – Employees can access financial planners via an online portal, benefit from educational resources, and receive ongoing guidance through regular sessions and alerts
- Empowerment – We help staff build confidence in managing cash flow, savings, debt repayment, retirement options, rent vs buy decisions and insurance needs
Our approach to financial wellness workshops
Here's how we work with you to deliver exceptional results:
Meet & Greet
Introduce the programme and outline key goals. We begin by understanding your organisation and employees' needs.
Set up an online portal
Provide access to tools, resources and personal dashboards to support employees' financial journeys.
Connect with a financial planner
Offer one-to-one sessions to create tailored plans. We address common financial challenges employees face and help them manage with clarity and confidence.
Monitor & stay connected
Provide ongoing support and updates to keep employees on track, from greater personal responsibility for retirement savings to unexpected life events.
Why choose us for financial wellness workshops?
At Newbridge Financial Planning, we offer:
Improve wellbeing and performance
Reduces financial stress, improving overall health, focus and engagement across your workforce.
Enhance productivity and retention
Supports a loyal, motivated workforce through a strong wellbeing culture that employees value.
Full-service delivery
From one-day sessions to continuous education programmes, with optional one-to-one advice tailored to your needs.
Transparent pricing
Clear, scalable costs with flexible options to match your business size and employee needs. One-day workshops from £2195, or ongoing SMART packages from £2,000 per year.
Packages & Pricing
One-Day Workshop
Perfect for introducing financial wellness to your team with immediate, practical guidance.
- Access to a Chartered Financial Planner
- Choice of one-hour one-to-one session or series of group workshops
- Topics include workplace pensions, employee benefits, budgeting, retirement planning and protection
SMART Employee Wellness Package
Ongoing access to qualified financial planners online, with optional quarterly on-site visits.
- Four site visits per year plus employee portal access
- £2,000 per year for up to 50 employees
- £4,000 per year for up to 100 employees
- £8,000 per year for up to 200 employees
Bespoke Options
Customised solutions for larger organisations or specific requirements.
- Tailored programmes for organisations over 200 employees
- Additional services available
- Individual portfolio reviews on fixed-fee basis
- Full retirement planning options
Ready to empower your workforce?
Book a consultation to discuss how our financial wellness workshops can benefit your team.