Financial Wellbeing at Work

Chadwicks have been supporting businesses with financial wellbeing for over 20 years. We have a range of support from on site workshops to online resources. Whether ready made courses of bespoke, we have a programme to fit all. 

Employee Financial Wellbeing

How we support organisations throughout the United Kingdom.

Helping Employers to support their employees financial wellbeing

For over 20 years, Chadwicks have been supporting organisations with workplace financial wellbeing. We have supported a range of organisations throughout the years from NHS Trusts, Universities and Colleges, Councils and a range of organisations in the private sector. Our financial wellbeing programmes vary from a single workshop held at an organisation to a one or two year in depth programme covering topics and issues faced by your employees. Whether you have something specific in mind or are gathering information on how your financial wellbeing programme may look in the future, we can help point you in the right direction. 


Bespoke Programmes


Financial Clinics

Online Portal


On-site Financial Wellbeing Workshops

On site workshops presented by a qualified financial planner. All workshops come accompanied with marketing literature and a booking platform to help make you day run as smooth as possible.

Retirement Workshops

Financial Wellbeing Events

Lifetime & Annual Allowance

Pensions Explained

Redundancy Workshops

Mid-Career Financial Planning

Bespoke Financial Wellbeing Programmes

Bespoke programmes carried out over 12 or 24 months. 

A member of our team will meet with you to learn about your organisation and how we can support your employees.

Survey Employees

We will provide a online survey to help understand which topics your employees tare looking to understand.

Produce Programme

Our team will get to work preparing your financial wellbeing programme carried out over 12 or 24 months.

Marketing Literature

Prior to every event, our team will prepare you event marketing package. Including flyers, a booking platform and email templates. 

Feedback & Review

We will request feedback after every event and at key stages throughout the programme to measure how effective our work has been.

Financial Wellbeing Webinars

The Workshops

All of our onsite workshops can be offered as an online webinar.


Delegates have the opportunity to ask questions to the speaker and arrange a follow up conversation.


Webinars can be recorded to supply to any of your employees who may have been unable to attend.

Follow up

Once viewed, delegates will be directed to arrange a time slot to speak with the speaker to go over an details they might be struggling with.

Financial Wellbeing Clinics

Sometimes in person is best. At Chadwicks IFA, we are able to provide your employees with on site financial guidance and advice. Contact us to find out more. 

Online Financial Wellbeing Portal

Financial Guides

Your employees will gain access to a range of online financial guides with an additional guide added every month.

Financial Videos

Employees will also gain access to a range of financial education videos.

Financial Guidance

Your employees will have the opportunity to ask any financial related question to our team of qualified financial advisers.


A range of financial calculators to help your employees plan for the future.


Financial Wellbeing at Work

If you would like to find out more about our financial wellbeing events and programmes, just let us know by completing the below form.