Your work-life wellbeing.
Creating big business benefits and security in your work. Available for sole-traders, solo-directors and SMEs.
Solutions tailored to you.
Freelancers.
You’ve left the office behind you (or at least one you don’t pay for) and are setting out on your own. You’ll need to think about how best to set up yourself as an Ltd or Sole Trader and establish financial safety nets.
Just Starting.
Maybe you have set up as a business partnership or as a new company and are looking to implement financial planning into your work. You’ll need to think strategically about business benefits, protecting from ill health and auto-enrolment.
Established.
This is a good time to think about legacy planning and to establish wellbeing initiatives and company perks to improve employee turnover. I can help you and your employees put in place measures to help navigate financial wellbeing, from workshops on how to budget, fireside chats, and personal reviews.
Will Writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for these aspects of our business.
Beyond the financials.
Drop in sessions.
Either remote or in person, schedule drop in coaching sessions with me to help tackle a particular sticking point, or as an added benefit for your employees. In house financial advice? Yes please.
Workshops.
Depending on the advice and structures implemented these can include stress management workshops and nutrition workshops. Alongside your usual finance-focused sessions such as how to budget and investing 101.
Extra Benefits.
Big business benefits for SMEs. Worried that you’ll miss out on the benefits of PAYE? Or want to create a tempting well-being package for your employees such as annual health checks and free counselling. We got you.