Bring professional financial advice into your workplace.
Give your people access to experienced financial advisers without asking them to leave the workplace to find one.
Castle Stonebridge can provide dedicated workplace financial advice days, private 1:1 employee sessions and practical financial seminars.
Workplace services
Advice and education designed around your people
Explore each part of the proposition, from a single workplace advice day to a recurring programme.
Workplace Financial Advice
Bring professional, regulated financial advice directly to your employees.
Explore serviceFinancial Advice Days for Employees
One day. Your workplace. Real conversations about money.
Explore serviceFinancial Advice for Employees
Give your people somewhere credible to talk about their finances.
Explore serviceFinancial Education for Employees
Practical, engaging financial education for your workforce.
Explore serviceFinancial Seminars for Employees
Targeted briefings on the financial topics that matter most.
Explore serviceEmployee Pension Advice
Demystifying pensions and retirement planning in the workplace.
Explore serviceFinancial Wellbeing for Employees
Real financial wellbeing requires professional conversations.
Explore serviceFinancial Advice Benefits for SMEs
Premium financial benefits, scaled for growing businesses.
Explore serviceThe Castle Stonebridge Financial Advice Day
One day. Your workplace. Real conversations about money.
We come to you
Our experienced advisers attend your workplace in person.
Employees book
Employees can pre-book private 1:1 sessions throughout the day.
They ask questions
Pensions, investments, retirement, savings, protection and planning.
They decide
Employees remain in control of whether they wish to pursue further advice.
Why employers bring us in
Attract
Add a meaningful professional benefit to your employee proposition that stands out in the market.
Retain
Demonstrate that your organisation genuinely cares about employees beyond their role at work.
Educate
Help your employees understand important, complex financial decisions with professional clarity.
Support
Give employees somewhere credible and private to turn when financial questions arise.
Financial Briefings
Short, practical sessions designed around the financial questions your employees actually have.
How it works for your business
Understand your workforce, objectives and priorities.
Agree advice days, seminars, topics and format.
Castle Stonebridge advisers attend the workplace.
Employees who want further advice can choose whether to continue the relationship.
Financial questions employees can bring
Workplace conversations may cover these areas before an employee decides whether formal personal advice is needed.
What does an employee actually experience?
Build Your Workplace Programme
Select your requirements below to begin designing a bespoke financial advice and education programme for your organisation.