Join Our FREE Lunchtime Learning Financial Wellbeing Event!

Ready to take control of your money and stress less about your finances? Our online Financial Wellbeing event is here to help you understand your money and build a healthier future.

We will be covering 2 different aspects, financial planning and financial wellbeing (how do you feel about money for example).

This FREE session is an introduction to workplace financial wellbeing and the fundamentals of financial planning. We will break financial planning back to basics, covering areas such as cashflow, saving, protection and pensions in a clear, practical and non-judgemental way.

People talk about the cost-of-living a lot these days. But what does it really mean to you? How are you coping? What’s your relationship with money? Some people have had to get a second job to make ends meet, but how does that effect our relationships with loved ones and our own emotion state of mind?

Having a financial pressure on us to bring in the money, can have a serious and potential life-threatening situation.

UK employers lose an estimated £50 billion each year in lost productivity due to absenteeism and disengagement, with financial stress being a key contributor. At the same time, over 80% of employers say they are actively looking for better ways to support the financial wellbeing of their workforce.

Despite this, very few people ever receive financial advice or guidance. Many employees know they should be doing something with their money, but feel unsure where to start or who to trust. This growing disconnect is often referred to as the advice gap.

Your finance wellbeing is about feeling as comfortable as you can about money and in control of your financial position. It means having the knowledge and confidence to make the most of your money – daily and through planned and unplanned events.

What do you do already? Do you check your bank account every day, every month or when the statement comes through? Do you have a credit card, store cards, loans? The list can go on. We’re not here to judge or to wave a magic wand, but are here to support you to get the help and support you need to move forward with your wellbeing and money.

Join Tracey and Jack, to help yourself to change your financial wellbeing.

Tracey Palmer-Hole has over 25 years’ experience in HR, Training and Development. She is passionate about people and their wellbeing. Tracey combines her experience and knowledge to support others. Tracey works at Claritas HR and Training.

Jack Ballard has over 4 years experience in Financial planning. He is passionate about supporting people to get the best from their money. Jack works at First Sentinel Wealth.

Join us online and get inspired to make your money work for you!