We would like to make you aware of the services we offer at
Consilium Wealth Management as we feel they may be beneficial to you and your
employees, as a part of your overall employee well-being offering.
Your employees represent one of, if not the biggest, asset
to your business and the impact of financial pressures can have a detrimental
impact, both to the employee and your business.
In simple terms, we offer a no obligation consultation to
all your employees with one of our professionally qualified Financial Advisers
to produce a financial plan that is suitable to help achieve their goals both
for now and in the future.
In light of the recent events, we are finding that Clients are
appreciating the opportunity to review their outgoings, find ways to reduce
costs, make their money work harder or maximise their tax allowances. Your
Employees will be supported either face to face or via zoom conferencing to
understand their financial position and the actions they could take to grow
their wealth at no cost to your business.
If you feel this is something that you would be interested
to discuss, please give us a call.
Yours sincerely,
Hannah
Creighton
Consilium Wealth Management Limited is an Appointed Representative
of and represents only St. James's Place Wealth Management plc (which is
authorised and regulated by the Financial Conduct Authority).
As a company, we take our
regulatory responsibilities seriously and will always respect your wishes as an
individual or company. Our Privacy Policy can be accessed at https://www.consiliumwmltd.co.uk/which explains how we use personal data and
your rights in relation to your personal data. If you wish not to be contacted
in this way again, then please either contact me directly using the details
provided, or email nocontact@sjp.co.uk
1. Fincap.org.uk. (2018). Money
worries are the biggest cause of stress for employees in the UK. Sample 23 UK
organisations, [online] Available at: https://
www.fincap.org.uk/en/articles/employers
[Accessed 10 Sep. 2019].
2. PWC. `Employee Financial Wellness
Survey'. (2019). 8th ed. Sample 1,686, [ebook] United States. p.18. Available
at:
https://www.pwc.com/us/en/private-company-services/publications/assets/pwc-2019-employee-wellness-survey.pdf
[Accessed 10 Sep. 2019].
3. Aegon. `Financial Wellbeing in the
Workplace'. (2019). Sample 2,000, [ebook] London. Available at:
https://www.aegon.co.uk/content/dam/ukpaw/documents/financial-wellbeing-CEBR-condensed.pdf
[Accessed 10 Sep. 2019].