Financial Wellbeing

The mental health and physical wellbeing of employees have been topics high on the agenda for many employers for some time. Increasingly, there’s a third consideration which many of you are taking into account when thinking about your employees' needs – and that's their financial wellbeing.

What is Financial wellbeing?

Financial wellbeing is about understanding how financial concerns can affect employees mental and physical health. As well as recognition that as an employer, you are your employees income provider, which is integral to their security and their overall wellbeing.

Organisations play a vital role in their workers financial lives. Having access to a reliable trusted advice source, so that your talent can create a plan around what’s important to them and how they want to live their lives is essential to providing for their future.

Why it matters?

A key part of well-being is financial security.

“Your employees are your company’s real competitive advantage. They’re the ones making the magic happen – so long as their needs are being met.”

Richard Branson

Your employees are your biggest asset and give you your competitive edge. Taking care of their current and future well-being, will help keep them well-motivated and loyal, building a sustainable and productive business.

Source, Neyber 2016.

Nearly three in five workers report they are facing obstacles in managing their financial situation. Source CIPD, January 2017.

Neyber’s DNA of Financial Wellbeing 2018*, found 55% of those surveyed would like more information or advice about their finances.

Each year, financial stress costs the UK economy £121 billion and 18 million working hours in time off work, Source, Neyber 2016.

What we do

Corinthian Wealth Management have been providing expert financial advice for over two decades, and are driven by the desire to create an effective and rewarding outcome for anyone who has placed their trust in us.

A strategy for everyone.

For executives at the top of the business, financial planning is essential. Business owners and directors need to ensure that their financial affairs are in order and that the business is protected. An effective financial advice service can be key in attracting top talent to the business too.

Yet it’s just as crucial to think beyond the executive level. A progressive firm knows that investing time and money across the workforce is the key to providing a holistic strategy that will pay dividends in the long run.

Some ways we currently engage with our clients include:

  • Regular educational seminars
  • One-to-one tax planning and wealth management sessions
  • Adhoc query referrals
  • Monthly communications

We of course recognise that each business is different, therefore we will offer a bespoke service, which is tailored made to your specific requirements.

5 Top Tips for your Financial Wellbeing

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How we can help

Financial Planning

In our experience, an employee will be able to create a clear vision to form proper financial goals, that then creates a clear link between their job and their future.

Tax Efficiency

We can help you structure your employees' financial affairs in a tax-efficient way.

Financial security

We can help create a detailed financial plan, that provides peace of mind that you are on the right track.


By adopting a successful investment strategy, your employees can aim to get their money working harder for them.

Personal Advice

Concerns about regulations and liability mean many employers avoid offering financial advice. We offer your HR team the chance to pass on employees' concerns and questions to a reputable and thorough advice source.

A Bespoke Service

Each of your employees will have distinct needs and objectives. We can deliver to each of their requirements, for instance setting up topical seminars, workshops or one-to-one meetings at your workplace.

Extra Benefits

We can enhance the benefits package you offer employees, adding personal and expert advice to the mix.

Peace of Mind

All advice we give in respect of the products and services offered by the St. James's Place Wealth Management Group is guaranteed by St. James's Place.

Cheltenham's Wellbeing Festival

The festival opened the doors for you to explore every area of health and wellness on your doorstep.