One To One Financial Wellbeing Consultations

This is a one to one general financial planning service that is offered onsite on a monthly basis. Employees voluntarily opt to meet with our dedicated financial consultants to discuss their financial needs at a time that suits their workload.


The consultations may focus on a full financial makeover or on one or more specific financial needs. These needs may include family protection and inheritance planning, savings & investments, retirement planning & pensions, lending, household budgeting and social welfare.

We currently offer this financial planning service to many of Ireland’s leading employers in the biopharmaceutical, medical devices, technology, financial, legal, media and accountancy sectors.

The outcome for employers from this financial planning service includes;
  • A fast and convenient way to offer benefits to your employees
  • Time saving onsite service for employees ensuring minimal time
    spent out of work
  • Easy to understand, comprehensive service from your employee’s perspective
  • Minimum resource input required from HR
  • Helps promote your company as a preferred employer, employees see the
    s ervice as a benefit provided by their employer
  • Totally confidential and independent advice helping the employees choose
    the most appropriate and cost effective way to meet their requirements.
  • No cost service for employer or employee with preferential discounts offered
    on many financial services products.

One to One Financial Planning and Financial Wellbeing Consultations