WEALTH at work is a specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals.

We help employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This involves targeting different segments of the workforce to enhance employee engagement.

Our regulated advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

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Contact Details

5 Temple Square
Temple Street
Liverpool
L2 5RH

Clients

WEALTH at work has an excellent reputation of delivering real results for its clients, ranging from large FTSE companies to SMEs including BT and Marks & Spencer. 

Click here to read our client testimonials.


Products & Services

  • Financial education
  • Financial guidance
  • Regulated advice
  • Implementation of retirement income options
  • Financial wellbeing
  • Employee engagement

Click here to see our services.


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