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Employee financial planning

With the many decisions required by employees in relation to the benefits offered to them, employers can add value by providing access to professional advice.

Whether you have recently introduced a new range of employee benefits or are considering introducing a regular (e.g. annual) payment for employees to use towards financial advice, we can provide either guidance or advice to your employees on the benefits you make available to them.

Depending on your requirements, we can either carry out a series of individual guidance or advice sessions at pre-determined times, or we can be available as your financial planner of choice for employees, who do not already have their own adviser in place, to contact if they require guidance or advice.

These sessions can be carried out in the workplace or remotely via Microsoft Teams.

Tax treatment varies according to individual circumstances and is subject to change.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.