Your team is asking these questions already.
- Should I pay more into my pension?
- What even is salary sacrifice?
- ISA or pension?
- Why is my tax bill so high?
- Am I going to be okay?
Most never ask out loud. A session with someone independent, who isn't selling anything, gives them the answers and the confidence to use the benefits you already provide.
Three ways to work together.
Financial wellbeing talks
For the whole team
A friendly, jargon-free talk on the money basics everyone should know, with time for questions at the end.
Small-group workshops
Pensions, tax and ISAs
Hands-on sessions where people work through real examples and leave knowing what to do with their own money.
Founder and director planning
For owners and leadership
How to take money out of the business tax-efficiently: salary, dividends and employer pension contributions.
Pick what matters to your team.
Every session is shaped around your people. Tap the topics you'd like covered and bring your list to the scoping call.
No topics picked yet
Not sure yet? That is what the scoping call is for.
How it works.
- 1
A free scoping call to understand your team and what they need.
- 2
A clear proposal and price, shaped around your people.
- 3
Sessions delivered remotely or in person, in plain English, with time for real questions.
Independent, and never selling.
I'm Tom, an ex-IFA with ten years in accountancy and financial advice, and 200+ people coached. I don't sell products to your staff or take commission, so the only agenda in the room is theirs.
- Ex-IFA, DipPFS
- 200+ clients coached
- No commission, no products