We would like to make you aware of the services we offer at Consilium Wealth Management as we feel they may be beneficial to you and your employees, as a part of your overall employee well-being offering.
Your employees represent one of, if not the biggest, asset to your business and the impact of financial pressures can have a detrimental impact, both to the employee and your business.
In simple terms, we offer a no obligation consultation to all your employees with one of our professionally qualified Financial Advisers to produce a financial plan that is suitable to help achieve their goals both for now and in the future.
In light of the recent events, we are finding that Clients are appreciating the opportunity to review their outgoings, find ways to reduce costs, make their money work harder or maximise their tax allowances. Your Employees will be supported either face to face or via zoom conferencing to understand their financial position and the actions they could take to grow their wealth at no cost to your business.
If you feel this is something that you would be interested to discuss, please give us a call.
Consilium Wealth Management 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).
1. Fincap.org.uk. (2018). Money worries are the biggest cause of stress for employees in the UK. Sample 23 UK organisations, [online] Available at: https://
www.fincap.org.uk/en/articles/employers [Accessed 10 Sep. 2019].
2. PWC. `Employee Financial Wellness Survey'. (2019). 8th ed. Sample 1,686, [ebook] United States. p.18. Available at:
https://www.pwc.com/us/en/private-company-services/publications/assets/pwc-2019-employee-wellness-survey.pdf [Accessed 10 Sep. 2019].
3. Aegon. `Financial Wellbeing in the Workplace'. (2019). Sample 2,000, [ebook] London. Available at:
https://www.aegon.co.uk/content/dam/ukpaw/documents/financial-wellbeing-CEBR-condensed.pdf [Accessed 10 Sep. 2019].