Financial Advice Days
One day. Your workplace. Real conversations about money.
What it is
A Financial Advice Day is a dedicated event where Castle Stonebridge advisers spend a full day at your office.
During the day, we conduct pre-booked, private 1:1 sessions with your employees.
It transforms financial wellbeing from a digital concept into a tangible, human experience.
Why employers use it
It creates a visible, clearly defined event within the corporate calendar.
A dedicated day makes the benefit tangible and gives employees a clear opportunity to take part.
It removes the barrier to entry for employees who have financial questions but don’t know where to find a trusted adviser.
What employees experience
Employees book a time slot in advance and meet with our adviser in a private meeting room at work.
They bring their financial concerns—whether it is an old pension, saving for a house, or protecting their family.
They receive professional, clear answers and remain entirely in control of whether they wish to pursue further formal advice.
How Castle Stonebridge delivers it
We agree on a date and provide you with communication materials to announce the day to your team.
Employees book their slots directly.
Our adviser arrives on the day, fully prepared to conduct the private consultations, and we can arrange recurring days if demand is high.
Examples
Consolidating Old Pensions
During an advice day, a mid-level manager brings paperwork from three previous employers. The adviser explains how pension consolidation works, giving the employee the confidence to take their next steps.
Frequently Asked Questions
How many employees can be seen in one day?
Typically, one adviser can conduct six to eight comprehensive 1:1 sessions in a single day, depending on the duration agreed.
Can we have multiple advisers attend?
The appropriate number of advisers and session format would be agreed during programme design, based on workforce size, location and availability.
Arrange an Employer Consultation
Speak with our team about bringing professional financial advice into your workplace.