At St Julien Financial Planning, we are passionate about helping businesses support the financial wellbeing of their employees. We believe everyone should have access to high-quality financial education, guidance, and advice in a way that is accessible, practical, and easy to understand.

We work closely with employers to create tailored financial wellbeing programmes that place employees at the centre of everything we do. Our goal is to help people build confidence in their finances, reduce money-related stress, and create stronger financial futures for themselves and their families.

Our commitment to financial wellbeing is underpinned by academic research. We conducted our own study into how employers can support the financial wellbeing of their workforce, which contributed to Phil Williams being awarded a Master's degree in Finance. Using these insights, we design bespoke programmes for each of our corporate clients.

Our support can include interactive workshops delivered either in person or online, complemented by individual guidance sessions for employees who would benefit from additional support.

What is Financial Wellbeing?

Financial wellbeing is the ability to feel secure, confident, and in control of your finances, both now and in the future. It means being able to meet your day-to-day financial commitments, manage unexpected expenses, and make progress towards your long-term financial goals.

In short, financial wellbeing means being:

• Financially resilient
• Financially confident
• Financially empowered

Benefits of Financial Wellbeing

Investing in financial wellbeing can deliver significant benefits for both employees and employers, including:

• Increased productivity and focus at work
• Higher employee engagement
• Improved staff retention
• Reduced financial stress and anxiety
• Enhanced overall wellbeing
• A more positive and resilient workplace culture
• A wider positive impact on the economy

Financial Wellbeing Workshop Topics

Our interactive Financial Wellbeing Workshops are designed to engage employees, encourage discussion, and help participants reflect on their personal financial circumstances and future goals.

Topics can include:

• Budgeting and money management
• Saving and investment planning
• Financial goal setting
• Retirement planning
• Understanding employee benefits
• Protecting yourself and your family
• Understanding your workplace pension
• Getting onto the property ladder
• Tax and National Insurance basics
• Debt management
• Understanding inheritance tax
• Saving for children and future generations

Our Objective

The primary aim of our workshops is to help employees feel more confident and in control of their finances. By improving financial understanding and awareness, participants are better equipped to make informed decisions that support their short-term needs and long-term ambitions.

Ultimately, we help individuals build healthier financial habits, greater financial resilience, and a more secure future.