A structured approach to helping employees feel clearer, calmer and more confident about money - reducing financial stress and strengthening engagement across your workforce.
1 - Confidential Financial Review
2 - Life Planning & Goal Setting
3 - Full Financial Plan
From financial stress to long-term security.
For most of us, money worries don't stay at home. Research from Zellis* (via People Management) found that 92% of employees have experienced financial stress, and 89% say it has affected them at work - through lower focus, poor sleep, and low morale.
*Financial Wellbeing Report 2025 reveals silent workplace crisis as employee financial stress surges - Zellis
Conducted via online survey between March and April 2025. Based on a sample of 2,500 employees.
With a clear view of where things stand, the next step is turning that into a plan - grounded in real numbers and real goals, not guesswork. This is where uncertainty starts to turn into a genuine sense of direction and control.
The destination isn't a single meeting - it's an ongoing relationship that adapts as life changes: a house move, a growing family. Long-term security comes from knowing there's a plan in place, and someone to revisit it with.
Understand Where You Are
Define Where You Want To Be
Build Your Financial Roadmap
Educational, confidential conversations designed to sit alongside your existing employee benefits - and genuinely support your people.
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.