Financial Advice

A major barrier to change can be concern over the financial implications involved. Early access to impartial advice on these matters is useful and we can arrange access to respected independent professionals in this field. Our Financial Advice partner has worked with us for many years.

Find Out More
We would be delighted to forward you a tailored proposal and pricing to match your organisation’s needs and budget.

T: 0345 3409849 | D: 0113 205 2862

E: abigail@outplacementfirst.co.uk

Tailored For You

Financial advice programmes can be delivered as a group workshop or on a 1-1 basis. The advice helps individuals make financial decisions based upon new knowledge and understanding and helps to increase confidence in making the right decisions for themselves and their family.

Tailored For You

Financial advice programmes can be delivered as a group workshop or on a 1-1 basis. The advice helps individuals make financial decisions based upon new knowledge and understanding and helps to increase confidence in making the right decisions for themselves and their family.

Independent Financial Advice Seminars

Where appropriate, we are able to provide free IFA workshops to groups of individuals who are then able to follow up with a personal one to one consultation where required. Workshops can be comfortably delivered in 2 hours and attendees will have the chance to request a free no obligation personal consultation at a mutually convenient date/time and location. Financial planning sessions typically include the subjects detailed below but can be tailored to meet the specific needs of the group:

  • Introduction to our Financial Advice partner (Who they are and what they do)
  • About Financial Advice (Types of advice and things to consider i.e. cost and charges, scope of advice)
  • Protecting Capital (The effect of inflation on income and savings and how to combat it)
  • Pension Options (Occupational and other pension options including efficient ways to take benefits)
  • State Benefits (State Pension and Other Appropriate Benefits)
  • Money Management (How to reduce outgoings without spoiling your fun)
  • Investing for Income and Growth (Options available including advantages and disadvantages)
  • Building a Tailored Financial Plan (Diversification, Tax Efficiency, Security, Flexibility)
  • Estate Planning (Wills, Inheritance Tax, Protecting Wealth )
  • The Way Forward (Getting individual tailored advice)
Benefits to the Individual
  • The ability to make financial decisions based upon new knowledge and understanding.
  • Increased confidence in making the right decisions for themselves and their family.
Benefits to the Organisation
  • Completely free of charge service for a group of 10 or more when you purchase services for your employees. Provide something to benefit your employees at no cost to you.

Alternative Programme: If just one or two people would like financial advice we offer a free telephone consultation with our Financial Advice partner instead of a workshop.

Request A Quote
We would be delighted to forward you a tailored proposal and pricing to match your organisation’s needs and budget.

T: 0345 3409849 | D: 0113 205 2862

E: abigail@outplacementfirst.co.uk

Get in touch