How we can help
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We help your employees understand their mortgage and protection options. We know from experience that people often don't know where to get help or advice. Many people simply delay or overlook these important financial decisions.
We all have busy lives and often find it hard to fit in all the things we know we really should do but can’t find the time. With our ‘Workplace Mortgage Clinic’ we are able to bring the advice to you. We will come to the workplace at a convenient time in order to maximise the number of employees who can benefit from speaking to us. |
How the Clinics work
One to One Meetings
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Lunch & Learn Sessions
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Wellbeing Focus Days
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Lunch & Learn Sessions
Topical Talk We provide short talks on mortgage, finances and protection within the workplace for employees where there may be a particular need. These have included "Buying your first home, where to start!" and "Protecting our loved ones, it's our responsibility", although they can be tailored to the needs of your employees specifically. |
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Wellbeing Focus Days
Financial Wellbeing Many organisations have employee benefits or wellbeing days where a number of their benefit providers educate your employees, updating them on their employee benefits. Financial wellbeing is a key part of this and can be on hand to answer any mortgage or protection related questions |
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SOME OF Our Partners
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We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.
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A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME OR PROPERTY. YOUR HOME OR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT. CLICK HERE TO SEE OUR FEE INFO
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME OR PROPERTY. THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE MOST FORMS OF BUY TO LET MORTGAGE.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME OR PROPERTY. THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE MOST FORMS OF BUY TO LET MORTGAGE.
