Financial Health Check Services
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Services
Financial Education
We both hold a Financial Education accreditation, meaning we are qualified to run interactive workshops in both schools and in the workplace. We can help you to manage your money effectively.
Better financial capability leading to increased wellbeing.
We believe that financial education helps give people the necessary skills and capability to manage their money effectively. Understanding money and its value gives people confidence in their decision making and empowers them to improve their lives. In our experience, financial wellbeing also leads to improved mental and emotional wellbeing – who wouldn’t want that!
Starting early is important. Our relationship with money begins at an early age so too should financial education. We regularly share useful tips on social media so anyone can feel confident having financial conversations with their children. Our aim is to help children and young people learn about money, so they have the confidence to make good decisions that will help them not only manage but also grow their money.
It’s never too late. Adult financial education can sometimes be dismissed as not needed however most people can learn a thing or two from taking part in our sessions. We are used to making the complex feel simple and love seeing how people make small changes for the better.
If you feel that you could benefit from some time with us, please get in touch with us today.
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Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy