Leading financial wellbeing and retirement specialists

– Established 2005

Many struggle to understand basic financial and investment issues and often fail to realise the various benefits on offer in the workplace. By taking a consultative approach, our services can be tailored to your needs.

apple icon

Financial Education

We provide financial education through our financial coaches on a bespoke basis which can be delivered globally.

sign posts icon

Financial Guidance

We offer financial guidance services for those who need one-to-one support.

Pencil icon

Investment Advice

We can offer access to investment advice.

new-ee

Employee Engagement

In collaboration with our clients, our in-house marketing team deliver interactive and meaningful communications.

digital-new

Digital Communications

Knowledge can be supported through the creation of informative and stimulating content from our digital communication specialists.

isa-new

Workplace ISA

Specifically designed for employees. It provides a flexible and tax efficient way to invest.

Working with hundreds of organisations. Here are just a few…

how to boost pension engagement to help your people make better decisions.

In the last year, more than one in five UK employees (22%) have had to borrow money from family and friends because of money worries, and a fifth have taken on debt (20%).

WEALTH at work launches new interactive financial wellbeing platform – ‘money&me’.

WEALTH at work is delighted to have launched a new interactive financial wellbeing platform – ‘Money&Me’.

Accreditations and Awards