Financial wellbeing that shows up in your numbers
Money worries follow people into work. We help employers ease that pressure with practical workshops, a clear strategy, and specialist financial expertise behind it.
Employee Financial Wellbeing
Helping employees improve confidence,
reduce financial stress and access
specialist support.
Business Performance
Supporting organisations with
commercial insight, growth strategy
and stronger financial foundations.
Financial Wellbeing Supports both People and Business.
Financial wellbeing is about more than helping employees manage money. Financial confidence can influence stress, concentration and productivity. By investing in financial wellbeing, organisations can support their workforce while creating stronger foundations for long-term performance.
How We Can Support Your Organisation
Financial Wellbeing Workshops
Interactive sessions covering budgeting, debt, savings and pensions, designed to build financial confidence. Sessions are educational and tailored to your workforce.
Financial Wellbeing Strategy
Support to help organisations develop a financial wellbeing approach that fits their workforce and wider wellbeing strategy.
Access to Specialist Advice
Employees seeking advice on their individual circumstances can be introduced to a qualified financial adviser at Aetas Wealth, with no obligation.
Why
Financial Wellbeing Should Be a Workplace Priority
Up to £526,478
Estimated annual cost to an organisation from absence and lost productivity linked to financial worries.
Cebr for Aegon, 2023
£10.3bn
Combined annual cost to UK employers of absence and lost productivity caused by financial worries.
Cebr for Aegon, 2023
23%
Of employees report their productivity has declined because of money worries.
Cebr for Aegon, 2023
15%
Of UK organisations have a formal financial wellbeing policy in place.
CIPD Reward Survey, 2026
Our Specialist Financial Partner
Every Wellbeing works alongside Aetas Wealth to provide organisations with specialist financial wellbeing and commercial expertise. By combining our workplace wellbeing experience with Aetas’ financial and business knowledge, we offer a more comprehensive service that supports both people and organisational performance.
Financial Wellbeing expertise
Commercial Consultancy
Revenue Growth Support
Business Systems & Strategy
The Finch Theory® Approach
Aetas Wealth's commercial framework looks at how people, systems and commercial processes work together to support business performance.
Finch Theory begins by understanding your organisation, identifying opportunities for improvement and recommending practical actions that support sustainable growth
Understand
Improve
Grow
Your organisation, goals and current challenges.
Systems, commercial processes and client relationships.
Implement practical changes that support sustainable business performance.
Training FAQs
Answers to common questions before booking
Is this financial advice? No. Our workshops provide financial education and general information, not personal financial advice. Where an employee requires advice based on their individual circumstances, we can introduce them to a qualified adviser at Aetas Wealth.
Do you offer financial wellbeing training? Yes. We provide financial wellbeing workshops designed to help employees improve confidence with money, understand financial topics and access appropriate support. Sessions can be tailored to your organisation’s needs.
Can training be tailored to our organisation? Absolutely. Every organisation is different, so we tailor our approach to your workforce, objectives and the challenges your people are facing.
Is this suitable for organisations of all sizes? Yes. We work with organisations of different sizes and across a range of sectors, adapting our approach to meet your requirements.
What is the role of Aetas Wealth? Aetas Wealth is our specialist financial partner, providing financial planning expertise and commercial consultancy alongside our workplace financial wellbeing services.
Is financial wellbeing only about budgeting? No. Financial wellbeing covers much more than budgeting. It includes topics such as debt, savings, pensions, financial confidence, planning for the future and understanding where to access additional support.
What is the role of Aetas Wealth? Aetas Wealth is our specialist financial partner. They provide expert financial wellbeing and commercial consultancy, allowing us to offer organisations a broader range of specialist support.
How do we get started? It begins with a conversation. We’ll discuss your objectives, understand your needs and recommend the most appropriate support for your organisation.
Important Information
Every Wellbeing's financial wellbeing workshops are educational and provide general information only. They do not constitute regulated financial advice and are not personal recommendations. Where individual advice is appropriate, we will introduce you to a qualified adviser.
Aetas Wealth is a trading style of Insight Financial Associates Limited, which is authorised and regulated by the Financial Conduct Authority under registration number 458421. Insight Financial Associates Limited is registered in England and Wales, company number 05054886.
The Financial Conduct Authority does not regulate Wills, Trusts, Tax advice or Cash Flow Planning. The value of investments can go down as well as up, so you could get back less than you invested.