Financial wellness companies

What does our Financial Education Services team do?

We believe great financial education doesn’t just build knowledge; it drives change.

Whether it involves saving for a mortgage, paying off debt, understanding pensions, helping support staff through redundancy or planning for retirement, our skills and expertise can help your staff take control of their finances. Our award winning financial education helps the employees of some of the UK’s best-known organisations including Jaguar Land Rover, Total Oil and Nestlé.

We offer face-to-face seminars, webinars, one-to-one clinics, online education and interactive modelling tools. Our experienced account management team will be on hand, designing, implementing and managing delivery. 

Can we help?

To find out more about our financial education services, please call:

0800 028 0208

Or alternatively, use our online contact form and one of our team will be in touch.

Arrange a callback
  • 50
    Years of experience
  • +86
    Net Promoter Score
  • 94%
    Delegate satisfaction

Challenges you might be facing

Educating your employees on financial wellbeing

In recent years we’ve seen a shift in responsibility for financial matters from the state and employer to the individual and it is becoming increasingly important that employees are equipped with the knowledge to make confident, informed decisions about their financial future.

As we progress through life, we are faced with different financial challenges. Everyone needs help to make the most of their money so they can live life to the full and achieve their goals. Our comprehensive range of financial education services supports employees throughout their lives, raising their financial awareness, building their confidence to make well-informed decisions and inspiring them to take control and improve their financial wellbeing. They can be focused around key life-stages and/or specific financial planning topics.

Finding the right benefits package for your employees 

It’s important to pick the right benefits for your workforce and make them easy to manage.  We take on the hard work for you by sourcing and implementing relevant high-quality benefits that are cost efficient and really make a difference to your employees’ lives.

Our approach



Analysing your strategic goals, assessing gaps in employee knowledge via our Financial Wellbeing Healthcheck



Creating a bespoke multi-channel programme



Delivering the programme, closely monitoring feedback and reporting regularly against key objectives



Driving employee awareness via personalised, targeted communications



Continuing to evolve the programme as employee needs change

Empowering employees to take control of their finances

Close Brothers has been inspiring employees to make a positive change to their financial future for over 50 years. We believe great financial education doesn’t just build knowledge; it drives change.

Read more about our approach Read more about our approach
Close Brothers have brought financial wellbeing to our workplace in a well thought-out manner. They listened to what we had to say and responded with a bespoke plan to suit the needs of our workforce. The personal touch: I was impressed with the way they brought the weight of an investment bank, but delivered with the thoughtfulness and personal touch of a small provider.
Employer client 2019 Close Brothers Financial Education client survey

How employee wellbeing is changing

Even before Covid-19, there was a change happening in organisations across the UK, with more focus on supporting employee wellbeing as a means for businesses to cement engagement, secure talent and improve their performance.

This research sets out to provide answers to many questions around financial wellbeing in the workplace, and to add to the body of work that continues to enhance the depth of understanding and insight on financial health and it’s link with mental and physical wellbeing, to inform, guide and support both employees and organisations across the UK as they continue on their journey to improve their employee wellness.

The impact of coronavirus

  • 14 Jun
  • Financial education
  • 2 minute watch

The coronavirus pandemic is an era defining event, but how financially prepared were people when it hit?

Watch the video

Can we help?

To find out more about our financial education service, please get in touch.

Call us on
0800 028 0208

Lines are open
9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays)


Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.