Financial Wellbeing

Our Financial Wellbeing support teaches your customers how to access important financial services, resources, and information.

The service imparts knowledge on everything, from managing expenses and budgeting, to scam awareness and online banking.

Help your customers unlock their financial freedom by introducing our Financial Wellbeing Support to your organisation.

Book a discovery call
Couple doing finance planning, writing budget paperwork on sofa at home.

What financial challenge are you trying to prevent?


Debt and financial instability

Nearly 9 million people are in serious debt, only a third receive help.

11.5 million adults have less than £100 in savings.

Digital exclusion

1.6 million adults are completely offline in the UK.

7.9 million people lack basic digital skills.

21 million adults cannot complete essential digital tasks for work.

Cost of living

39% of UK households were struggling or in serious financial difficulty in 2025.

93% of households reported rising bills (energy, food, council tax, etc.).
Young woman paying bills at home.

Delivery and benefits

We enable customers to receive support through their channel of choice. To cater to convenience and diverse needs, we offer a variety of delivery methods, including in-person, over the phone, and remote.

How our Financial Wellbeing support could help your organisation:

  • Scalable, structured approach to financial wellbeing delivery
  • Greater financial efficiencies
  • Clear pathways into specialist support
  • It will helping your own staff, not just customers, low paid salaries, etc.
  • Provide tangible evidence of the real-life impact

  • Aligns with financial inclusion and ESG priorities

Find out more about our Financial Wellbeing Support

Book a discovery call