Employee Financial Wellbeing Courses

Expires: 30/12/2019

By: Berkeley St James Wealth Management

We provide informative financial planning and pre-retirement sessions to medium / large organisations, at no charge. The sessions only take one hour and are a great success with delegates and the feedback shows the courses are very well received.


The sessions usually take place at your business address and cover the financial challenges that employee’s face and planning for retirement.  All our speakers are experienced in providing Financial Planning sessions and the content of the presentations are informative, current and up to date.


  • The benefits of a course are:-  
    • Diffuse tension and worry about financial planning.
    • Promote a positive and caring image of your organisation.
    • To have a cost & time effective way of communicating with a large number of employees.
    • To help communicate information to smooth the transition from employment to retirement.
    • Reduce pressure on your Human Resources Department.


The courses are provided as a complimentary service, when meeting the criteria of 15 – 20 delegates.  We would recommend that the first session provides a snap shot of the following financial planning topics:

  • ·         Family Protection Planning
  • ·         Planning for financial security in Retirement
  • ·         Savings Options
  • ·         Tax – it’s boring but relevant
  • ·         Estate Planning


Follow up sessions will be tailored to your employee’s requirements.  For example, for employees within 18 months of retirement we will talk specifically about retirement planning in greater detail.


I would be happy to meet up and discuss your requirements further.  If you have any queries or would like more information please do not hesitate to contact me by email or telephone on 01204 531414.

Brabners LLP - Free Business Health Check

Expires: 31/12/2019

By: Brabners LLP

Business health check - are your contracts fit for purpose? 

At Brabners, our aim is to make sure your business starts the year in good shape. 

We want to ensure that businesses have a core set of contracts for everyday use - without these your business is exposed to unnecessary risk. Contracts that you do have in place also need to be up to date and fit for purpose - again to sufficiently protect your business.

To help, we are offering you a free business health check to assess the legal aspects of your business and make sure they are robust.

Existing business, start up or considering selling?

Whether you're an established business, a start-up, or even looking to sell, our free business health check can help give you reassurance.

Contact Christine Hart:

t: 01772 229 832


Let us give you peace of mind 

Our tailored free business review will:

Recommend potential areas for improvement

Minimise the risk of your business incurring unnecessary expenses or claims in the future

Prioritise the steps you need to take

Offer a no obligation quotation

Documents we will review for free

Employment contracts

Service agreements

Commercial contracts

Terms and conditions

Corporate structure

Staff handbook

Articles of association

Privacy policy

GDPR terms

Intellectual property licences or trademarks


Sign up for your free health check

If you would like to register your interest in this free service, please click below.

For any other employment issues which you would like to discuss, please contact Christine Hart.

 t: 01772 229 832