A growing area within our firm is the area of Financial Fitness Programmes for SME’s and Multinationals. The financial wellness of your workforce is imperative to overall employee productivity – how can someone be productive at work if they are under financial stress and strain at home? With our tailored plans we identify ways people can save money and become more “financially fit”, for example;

  • Tax Credits (reallocation of same depending on income, are you claiming all available allowances?)
  • Tax returns (have you claimed back your Medical/Dental expenses?)
  • Health Insurance (have you shopped around to review your current plan)
  • Life Assurance + Mortgage Protection (have you reviewed your cover lately, could you save money on your premium?)

We use our bespoke Financial Wheel to easily identify areas in which people need some financial advice and guidance.