Expertise

  • Wellbeing
  • Pensions
  • Financial Advice
  • Coaching & Mentoring
  • Retirement & Pension Planning
  • finance and insurance
  • Wellbeing at work
  • Financial Education
  • Wills and Estate Planning
  • money control
  • Advice & Guidance
  • Pension Advice
  • Financial Planning
  • financial help
  • Coaching
  • Personal Financial Planning
  • Personal finance
  • Investment Advice
  • Investments, Retirements
  • Investments
  • Retirement Advice
  • Retirement Planning
  • Retirement Options
  • Final accounts agreement
  • Money Saving
  • Mortgage & Protection Advice
  • Pension Consolidation
  • Pension Planning

Summary

Are you an Individual who is looking to improve your financial wellbeing or an organisation looking to provide financial wellbeing to your employees to compliment existing or new mental and phyical wellbeing packages? Then ammonite can help with quality financial advice and guidance that is affordable, and accessible to all.

A coaching session costs just £75 and an individual can have a financial plan provided for a further £100. 

Financial Wellbeing is increasing important to all of us, especially post Covid. Worrying about money not only has a direct impact on mental and physical wellbeing, but it also affects an employees’ output in the workplace.  

An Organisation with a cohesive wellbeing initiative which includes Physical, Mental and Financial Wellbeing elements can:

Improve the culture and employee engagement.
Reduce staff turnover and sickness levels.
Improve productivity
Enhance the brand for both existing and prospective employees
For the individual the benefits would be having the knowledge that

They are able to cope with an unexpected cost
They have protection in place should they or a loved one becomes ill or pass away
They have plans in place to ensure their savings are on track for them to have a comfortable retirement
 

How do we do it?

Using friendly Financial Coaches and a simple and easy to understand financial health check app, the Coaches take the time to understand an individual's financial situation and encourage them to set goals and priorities. This is carried out over a 45 minute zoom call at the individuals convenience.

The Coaches can answer any questions an individual might have relating to money and they provide guidance on how individuals can save for life events such as buying property, funding children through university, or saving/investing enough money for retirement. They can also offer guidance on how best to protect those close to them should the worst happen.

Following the coaching session employees receive a bespoke report providing a summary of the meeting and their service extends to the advisors providing affordable personal advice should an individual wish to go beyond their guidance session.

If required ammonite can also provide bespoke financial education packages for organisations.

Email Ammonite

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