Why is it so important?

Across the UK employers are searching for ways to increase productivity and improve their workforce. Wellbeing is now a vital part of ensuring you have a happy and productive team, but Financial Wellbeing is often overlooked.


As an employer, you can gain more from your employees through financial wellbeing.

There’s definitely never been a better time to invest in wellbeing. As a forward-thinking employer, employees wellbeing; both physical and mental, should be high on your priority list.

For many employees, some of the uncertainty of financial stress impacting on their wellbeing can be taken away by helping them to understand and look after their personal finances. But how can you do this? 


Financial Wellbeing in your business

Introducing our Financial Wellbeing in the Workplace service

We can provide you with a programme to help your employees with financial wellbeing. These can form part of your long-term employee wellbeing programme.

The courses help to give you a happier, more financially secure and productive workforce for your business. As employees may not be able to attend workshops at the moment, we can also work with your organisation to implement an E-Learning capability, which can be tailored to your organisation and employees.

Our initial workshop and standard follow-up financial education materials are provided free of charge. Our charges only begin if an employee chooses to proceed with our advice service and all charges are fully explained upfront in a personalised illustration. More detail on specific charges can be found at

To talk about Financial Wellbeing in the Workplace, please Get In Touch today.

Make an Enquiry

financial adviser makes important phone call

Our Financial Wellbeing course is provided free of charge and can be delivered fully remote.


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Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.