Workplace Financial Advice
Bring professional, regulated financial advice directly to your employees.
What it is
Workplace financial advice bridges the gap between generic financial education and personal financial planning.
Instead of simply offering access to an app or generic articles, we bring experienced, regulated financial advisers into your workplace.
This gives your employees a credible, private environment to discuss their personal financial circumstances, understand their options, and seek professional guidance without having to leave the office.
Why employers use it
Employers use our service to add a professional financial advice benefit to their existing employee proposition.
It demonstrates a genuine commitment to employee wellbeing beyond standard corporate packages.
By offering access to professional conversations, employers give their people a credible place to raise financial questions.
What employees experience
Employees experience a private, respectful conversation with an experienced financial adviser.
They can ask specific questions about their pensions, investments, or retirement plans in a private 1:1 setting.
The conversation helps them understand which next steps may be available, while leaving the decision to continue entirely with them.
How Castle Stonebridge delivers it
We work with your HR team to design a schedule that suits your operational needs.
Our advisers attend your workplace on agreed days, offering pre-booked 1:1 sessions for employees.
We manage the booking process and ensure all regulatory and compliance standards are strictly adhered to during every interaction.
Examples
Navigating Retirement Options
An employee approaching 55 wants to understand their pension drawdown options. In a 45-minute workplace session, our adviser helps them outline a clear roadmap.
Frequently Asked Questions
Is this regulated financial advice?
The initial workplace conversations provide professional guidance and help employees understand their options. If an employee requires specific regulated advice (such as a product recommendation), they can choose to engage our services formally.
Who manages the bookings?
We agree a practical booking approach with the employer before each advice day, including how time slots are communicated and reserved.
Arrange an Employer Consultation
Speak with our team about bringing professional financial advice into your workplace.