Financial Advice for Employees
Give your people somewhere credible to talk about their finances.
What it is
This service provides your workforce with direct access to experienced financial advisers.
It covers comprehensive planning topics including retirement, investments, savings, and personal protection.
It gives employees a professional point of contact when they are considering complex financial questions.
Why employers use it
Employers may want to support people who have important financial questions but do not already have an adviser.
Providing access to genuine financial conversations can add depth to an existing employee benefits programme.
It demonstrates that the organisation is willing to support employees with decisions that extend beyond their role at work.
What employees experience
Employees gain the reassurance of speaking to an expert who is not trying to sell them a generic product.
They experience a tailored conversation that addresses their unique life stage—whether they are just starting out or preparing for retirement.
They feel supported by their employer in making critical life decisions.
How Castle Stonebridge delivers it
We integrate seamlessly with your existing benefits framework.
Delivery can be through a mix of on-site advice days, virtual consultations, and ongoing support programmes.
Personal financial discussions are kept private and separate from the employer.
Examples
Life Transitions
An employee who has recently started a family uses the service to understand how to structure life insurance and start a Junior ISA for their child.
Frequently Asked Questions
Does the employer see what is discussed?
Personal financial discussions are private and are not shared with the employer. Any programme-level reporting would be limited to an agreed, non-personal format.
Arrange an Employer Consultation
Speak with our team about bringing professional financial advice into your workplace.