Accompany your employees on achieving their
financial goals

Financial problems for employees reduce their focus and may cause them to look for another job. Get an extra boost of loyalty from your employees by helping them achieve their personal financial goals with confidence!

Let Fintuity Financial
Wellbeing help you to
achieve your financial goals

Financial problems for employees reduce their focus and may cause them to look for another job. Get an extra boost of loyalty from your employees by helping them achieve their personal financial goals with confidence!

Accompany your employees on achieving their
financial goals

Financial problems for employees reduce their focus and may cause them to look for another job. Get an extra boost of loyalty from your employees by helping them achieve their personal financial goals with confidence!

We help the business by working with the most vulnerable part of it — employees.

Employee's financial health is the key to business success.

1 in 3

people feel underpaid

73%

of people wished they could access financial information in a simple manner

44%

of people worry about their personal finances at least once a week

We help the business by working with the most vulnerable part of it — employees.

Employee's financial health is the key to business success.

1 in 3

people feel underpaid

73%

of people wished they could access financial information in a simple manner

44%

of people worry about their personal finances at least once a week

We help the business by working with the most vulnerable part of it — employees.

Employee's financial health is the key to business success.

1 in 3

people feel underpaid

73%

of people wished they could access financial information in a simple manner

44%

of people worry about their personal finances at least once a week

Elevate your employees' financial confidence with Fintuity Financial Wellbeing Service, supported by our regulated financial experts across the UK.

With a legacy of demystifying financial complexities, our subscription service is the key to their financial peace of mind

Elevate your employees' financial confidence with Fintuity Financial Wellbeing Service, supported by our regulated financial experts across the UK.

With a legacy of demystifying financial complexities, our subscription service is the key to their financial peace of mind

Elevate your employees' financial confidence with Fintuity Financial Wellbeing Service, supported by our regulated financial experts across the UK.

With a legacy of demystifying financial complexities, our subscription service is the key to their financial peace of mind

How it works

Employees meet with their own money expert

Everyone, across all levels, gets matched with their own expert for free, confidential video sessions.


They discuss employees’ financial goals and coach on how to achieve those goals. Alongside quarterly check-in meetings, & annual reviews their coach is always in contact when questions come up.

1

2

Personalised plan

Give employees access to powerful tools to help them make better money decisions.


Our coaches will create an interactive financial forecast - to help each employee visualise the long-term impact of decisions today and get a specific action plan for whatever their goals are.

3

Question

Can you help me with the execution of my financial plan?

ANSWER

YES

As an FCA-regulated firm, we don't just draft plans – we bring them to life. Benefit from our expert financial adviser's insider knowledge to craft, optimize, and flawlessly execute the ultimate financial strategy tailored just for you! (Provided as an additional service and priced separately)

How it works

Employees meet with their own money expert

Everyone, across all levels, gets matched with their own expert for free, confidential video sessions.


They discuss employees’ financial goals and coach on how to achieve those goals. Alongside quarterly check-in meetings, & annual reviews their coach is always in contact when questions come up.

1

2

Personalised plan

Give employees access to powerful tools to help them make better money decisions.


Our coaches will create an interactive financial forecast - to help each employee visualise the long-term impact of decisions today and get a specific action plan for whatever their goals are.

3

Question

Can you help me with the execution of my financial plan?

ANSWER

YES

As an FCA-regulated firm, we don't just draft plans – we bring them to life. Benefit from our expert financial adviser's insider knowledge to craft, optimize, and flawlessly execute the ultimate financial strategy tailored just for you! (Provided as an additional service and priced separately)

How it works

Employees meet with their own money expert

Everyone, across all levels, gets matched with their own expert for free, confidential video sessions.


They discuss employees’ financial goals and coach on how to achieve those goals. Alongside quarterly check-in meetings, & annual reviews their coach is always in contact when questions come up.

1

2

Personalised plan

Give employees access to powerful tools to help them make better money decisions.


Our coaches will create an interactive financial forecast - to help each employee visualise the long-term impact of decisions today and get a specific action plan for whatever their goals are.

3

Question

Can you help me with the execution of my financial plan?

ANSWER

YES

As an FCA-regulated firm, we don't just draft plans – we bring them to life. Benefit from our expert financial adviser's insider knowledge to craft, optimize, and flawlessly execute the ultimate financial strategy tailored just for you! (Provided as an additional service and priced separately)

All-in-one branded platform to manage personal finances

Connect effortlessly with your trusted financial advisers, seamlessly set up, execute, and monitor your financial plans, and empower yourself with valuable knowledge. Plus, gain instant guidance from our Virtual Adviser, all within a single, user-friendly platform.

Our All-in-one platform helps you
manage your personal finances

Connect effortlessly with your trusted financial advisers, seamlessly set up, execute, and monitor your financial plans, and empower yourself with valuable knowledge. Plus, gain instant guidance from our Virtual Adviser, all within a single, user-friendly platform.

All-in-one branded platform to manage personal finances

Connect effortlessly with your trusted financial advisers, seamlessly set up, execute, and monitor your financial plans, and empower yourself with valuable knowledge. Plus, gain instant guidance from our Virtual Adviser, all within a single, user-friendly platform.

Features

What is included in the Service

Discover the added value of our subscription with a host of additional features and products

1-to-1 regular meetings with Fintuity financial experts

Access to our exclusive learning materials and financial articles

Access to Fintuity Financial Portlal

Access to Fintuity Virtual Adviser

Discover the added value of our subscription with a host of additional features and products

Features

What is included in the Service

Discover the added value of our subscription with a host of additional features and products

1-to-1 regular meetings with Fintuity financial experts

Discover the added value of our subscription with a host of additional features and products

Access to our exclusive learning materials and financial articles

Access to Fintuity Financial Portlal

Discover the added value of our subscription with a host of additional features and products

Access to Fintuity Virtual Adviser

Discover the added value of our subscription with a host of additional features and products

Features

What is included in the Service

Discover the added value of our subscription with a host of additional features and products

1-to-1 regular meetings with Fintuity financial experts

Discover the added value of our subscription with a host of additional features and products

Access to our exclusive learning materials and financial articles

Access to Fintuity Financial Portlal

Discover the added value of our subscription with a host of additional features and products

Access to Fintuity Virtual Adviser

Discover the added value of our subscription with a host of additional features and products

features

External Services

External Services

External Services

Discover the added value of our subscription with a host of additional features and products

Bupa Cash Plan

Bupa Cash Plan

Bupa Cash Plan

Croup Protection for Employees

Croup Protection for Employees

Croup Protection for Employees

Why we stand out
from others

Fintuity Financial Wellbeing

Others coaching Services

Financial advisers

FCA regulated advisers

Non regulated coaches

Years of experience with clients

Not Required

FCA Fit and Proper Adviser Test Approved

Not Required

Members of Professional Bodies

Not Required

Access to our properietry client services platform

Not Required

Why we stand out from others

Fintuity Financial
Wellbeing

Others coaching
Services

Financial advisers

FCA regulated advisers

Non regulated coaches

Years of experience
with clients

Not Required

FCA Fit and Proper
Adviser Test Approved

Not Required

Members of Professional
Bodies

Not Required

Access to our properietry
client services platform

Not Required

Why we stand out from others

Fintuity Financial Wellbeing

Others coaching Services

Financial advisers

FCA regulated advisers

Non regulated coaches

Years of experience with clients

Not Required

FCA Fit and Proper Adviser Test Approved

Not Required

Members of Professional Bodies

Not Required

Access to our properietry client services platform

Not Required

fintuity products

We provide support
on all money worries

Pension planning

Make sure you are making the most of your workplace and personal pension and on track for retirement.

Protection Planning

Help you understand how to financially protect your loved ones in the event of unexpected circumstances.

Benefits guidance

Make sure you are making the most of your tax allowances and benefits due to you.

Investment guidance

Helping you navigate the various investment products available and making use of tax advantageous products.

Mortgage planning

Our qualified experts can help assess mortgage affordability and help you understand your options for home ownership.

Webinars & learning resources

Share access to our platform with live webinars, articles, guides and more

Budgeting support

Help employees feel more in control of their money with 1-to-1 help creating a household budget

fintuity products

We provide support
on all money worries

Pension planning

Make sure you are making the most of your workplace and personal pension and on track for retirement.

Protection Planning

Help you understand how to financially protect your loved ones in the event of unexpected circumstances.

Benefits guidance

Make sure you are making the most of your tax allowances and benefits due to you.

Investment guidance

Helping you navigate the various investment products available and making use of tax advantageous products.

Mortgage planning

Our qualified experts can help assess mortgage affordability and help you understand your options for home ownership.

Webinars & learning resources

Share access to our platform with live webinars, articles, guides and more

Budgeting support

Help employees feel more in control of their money with 1-to-1 help creating a household budget

fintuity products

We provide support
on all money worries

Pension planning

Make sure you are making the most of your workplace and personal pension and on track for retirement.

Protection Planning

Help you understand how to financially protect your loved ones in the event of unexpected circumstances.

Benefits guidance

Make sure you are making the most of your tax allowances and benefits due to you.

Investment guidance

Helping you navigate the various investment products available and making use of tax advantageous products.

Mortgage planning

Our qualified experts can help assess mortgage affordability and help you understand your options for home ownership.

Webinars & learning resources

Share access to our platform with live webinars, articles, guides and more

Budgeting support

Help employees feel more in control of their money with 1-to-1 help creating a household budget

Make a positive change to your financial situation today!

While others offer mere theories, we provide hands-on guidance to transform your employees financial dreams into tangible achievements.

Book a Call

Make a positive change to your financial situation today!

While others offer mere theories, we provide hands-on guidance to transform your employees financial dreams into tangible achievements.

Book a Call

Make a positive change to your financial situation today!

While others offer mere theories, we provide hands-on guidance to transform your employees financial dreams into tangible achievements.

Book a Call

FAQ

Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch. For more information and help please check out our Blog and Knowledge Base.

Should you decide to proceed?

Should you decide to proceed?

Should you decide to proceed?

How are you different?

How are you different?

How are you different?

What do people value the most from our service?

What do people value the most from our service?

What do people value the most from our service?

How do you control the quality of your service?

How do you control the quality of your service?

How do you control the quality of your service?

How much does it cost?

How much does it cost?

How much does it cost?

Book a free consultation

Your first consultation is completely free of

charge - all you need to do is to select a

convenient time & date and outline how we can

assist you.

Book free consultation

Book a free consultation

Your first consultation is completely free of

charge - all you need to do is to select a

convenient time & date and outline how we can

assist you.

Book free consultation

Book a free consultation

Your first consultation is completely free of

charge - all you need to do is to select a

convenient time & date and outline how we can

assist you.

Book free consultation

Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.

Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.

Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.