Financial Wellbeing In
We Provide Bespoke Mortgage Advice To Help Companies Support Their Employees’ Financial Wellbeing In The Workplace
Working with HR and Employee Benefit Reward Teams we offer fee-free personal mortgage advice and guidance to employees, partners and associates.
Research shows that financial worries are a major cause of distress in the workplace, affecting performance, leading to absenteeism and potential mental health issues. With changes in the property market and uncertainty around increasing interest rates, first-time buyers and people facing re-mortgaging are increasingly concerned about what options are available to them and who to turn to for professional advice. This is where our impartial and comprehensive market expertise can help.
Our online feedback surveys, which can be sent to each attendee after their meeting, consistently show that this service is regarded by staff as one of the most valued and appreciated benefits provided by their company.
The employer bears none of the cost, incurs no risk and does not suffer any additional workload.
One-to-one advice is available in your office, by MS Teams or Telephone. Appointments are booked online directly with us which means no additional workload for your company. Each person is then allocated their own Mortgage Broker and dedicated Support Paraplanner.