WEALTH at work

Exhibitor Profiles

Information

WEALTH at work is a leading financial wellbeing, retirement and workplace savings specialist – helping your people to improve their financial future.

This is achieved by providing support in the workplace on a range of financial matters from financial wellbeing issues such as debt and money management through to pensions and preparing for retirement.

Established in 2005, we provide financial education and one to one guidance on a bespoke basis which can be delivered globally. Following this, for those wishing to understand their personal financial situation, support is provided through our helpline. At this point, we can offer access to investment advice which provides specific recommendations on, for example, retirement planning and can adapt in line with changing needs.

We also offer other investment options (on a non-advised basis) for those with simpler investment requirements.

Areas of interest
Financial Wellbeing

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