Financial Wellness for Business

Support your staff to thoughtfully manage their finances

Mortgage type - new build mortgages

Enrich your employee benefits programme with the Financial Wellness scheme from Citygate Mortgages

What is Financial Wellness?

Financial Wellness is a free employee benefit which provides your staff with the knowledge and understanding of their own finances to empower them to reach their personal and financial goals. We use over 25 years of experience in financial services to support employees to understand and manage their finances better.

We can help your employees to understand:

  • Credit scores
  • Open banking
  • Budgeting
  • Saving
  • Loans & credit cards
  • Insurance
  • & much more…

All of which helps to build a plan and reach their financial goals.

Why choose Financial Wellness?

Financial stability is at the core of everybody’s working lives, but not everybody has had the opportunity to learn the skills to manage and grow their money. When hard times hit, often the biggest issue people face is managing their finances leading to increased anxiety and stress, which is one of the UK’s greatest contributors to sick leave.

By incorporating Financial Wellness into your staff benefits programme you’ll be supporting your employees to take control of their money and their destiny. With a greater understanding of their finances, they’ll be empowered to secure a better life for them and their families, reducing the chances of financial strain and its effects on productivity.

A flexible finance benefit

Our Financial Wellness programme can be tailored to suit the requirements of your staff.

We can provide a bespoke programme of seminars, newsletters and webinars to groups, or one-to-one support to individuals – the choice is yours.

Employees can benefit from financial reviews, information sessions that can help them to make better financial choices, or a combination of both.

Financial wellness