Financial Wellbeing
Real financial wellbeing requires professional conversations.
What it is
True financial wellbeing is not achieved through generic apps or calculators.
It is the result of providing employees with access to credible education and professional, human conversations about money.
Our approach integrates structured financial learning with the availability of experienced advisers.
Why employers use it
Employees can face financial questions at many stages of their working lives.
A financial wellbeing programme gives them access to education and professional conversations rather than relying only on generic content.
It forms a cornerstone of a modern, comprehensive employee wellbeing strategy.
What employees experience
Employees are given time and space to consider financial questions that matter to them.
They can build their understanding and identify questions that may merit professional advice.
They have a trusted, professional sounding board for financial decisions, rather than relying on internet searches.
How Castle Stonebridge delivers it
We build a tailored programme that may include annual advice days, quarterly seminars, and ongoing access to educational resources.
We work alongside your HR or People teams to ensure the financial wellbeing offering complements your broader health and mental wellbeing initiatives.
We provide consistent, high-quality professional engagement.
Examples
A Comprehensive Programme
A 200-person employer could combine a seminar series with periodic advice days, subject to an initial discussion about workforce needs, locations and preferred delivery.
Frequently Asked Questions
How do we measure the impact of a financial wellbeing programme?
Appropriate measures can be agreed during programme design, such as non-personal attendance information or employer feedback. We do not promise a particular return or workforce outcome.
Arrange an Employer Consultation
Speak with our team about bringing professional financial advice into your workplace.