Open Days


Our Financial Open Days show your staff you care…

Many smaller to medium sized businesses do not have the luxury of an ‘in-house’ financial adviser to cater for the many financial questions and concerns often posed by their staff. Our Financial Open Days are an opportunity to provide your employees (or self-employed/contract workers) with access to an adviser for the day.

Our advisers have a broad knowledge in many financial areas including:

  • Mortgages and loans
  • Pensions*
  • Life and Health Insurance
  • Savings and Investments*
  • Money worries/Financial difficulties
  • Wills*


Benefits for you, the employer include:

  • Significantly improves employee morale and opinion of their employer
  • Reduces stress in the workplace, helping to reduce the number of sick days (MORE than 45 million working days were lost due to stress, anxiety and depression in past 3 years)
  • Less staff turnover
  • Happy employees lead to a better working atmosphere and higher productivity which in turn can produce higher profits
  • No cost to you or your staff


For more information or to book a day, please contact us.


* These areas can be complex and where necessary we will refer you to one of our third party specialists for advice


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