Protect What You’ve Built.
Master What Comes Next.

Financial success & wellbeing isn’t just about numbers.

It’s about decisions, emotions, and the pressure of being the one others rely on.


We work with individuals, leaders, and organisations to unlock calm, confident, high-performing money behaviours - privately and professionally.

Financial Wellbeing That Actually Works - For You. For Your People. For Your Business.

Kim Uzzell – Top Rated by The Times & Telegraph

The Times and The Telegraph 5* Rated Financial Coaching.

Proudly featured in the Sunday Times Alternative Rich List 2025

Trusted by HR teams, wellbeing leads and forward thinking business leaders across the UK and beyond.

Financial stress doesn’t clock out.

It follows people into meetings, minds, and management decisions.

Most wellbeing strategies work to treat the symptoms - burnout, anxiety, disengagement - without addressing one of the most common root causes: money.


🟨 Disrupts performance at every level - regardless of job title


🟨 It quietly erodes confidence and focus


🟨 It damages productivity, performance, retention and reputation.

It's not just a financial issue. It's a human one. And it's solvable with the right tools, the right support, and the psychological safety to explore it.

Reducing stress is a start. But if you’re not tackling what money

means to people, you’re leaving real results on the table.


🧩 Money is the missing piece in many workplace wellbeing strategies🧩

We’re here to help you fill that gap - without overwhelming your HR team or your budget.

Taking a Human First Approach to Money

At the Financial Wellbeing Academy, we believe that financial wellbeing is about more than the amount people get paid, or what their bank balance shows.

It's about confidence, emotional safety and the ability to talk about money, and make informed financial decisions without fear, shame or confusion.

Because money isn't just a number - it's a thread running through mental health, relationships and performance.

The Silent Cost of Financial Stress - Real lives. Real Risks.

  • Almost 50% of UK employees say that money worries are affecting their performance at work.

  • 70% of all employees under 55 report being anxious or stressed about money.

  • Over a THIRD have missed work as a result of their financial situation.

  • Around 23% are experiencing financial stress severe enough to have an impact on their mental health.

  • A THIRD of employees are living payday to payday.

  • In England alone, around 400,000 people consider taking their own life, every year, due to money worries.

Supporting employers under pressure


We know budgets are tight.

National Insurance hikes. Minimum wage increases. Pay review season. It all adds up. But supporting financial wellbeing isn’t just about pay rises.

It’s about giving employees the tools, education and confidence to make more of what they already have. We’re here to help your people manage their money better - not to encourage them to ask for more of it.

This isn’t a cost. It’s an investment in resilience, retention, and reputation.

Our Approach: Independent. Complementary. No Conflict.

Financial wellbeing isn’t just about earning more or sending people to debt helplines.

It’s about emotional safety, decision-making, and confidence.

We are here to:

  • Equip employees with tools to make confident financial choices

  • Empower individuals to face challenges without fear or shame

  • Foster resilience that impacts not just your people - but their families, teams, and your bottom line

What we're NOT:


❌ Financial advisors.
❌ Product pushers
❌Replacements for your EAP or existing wellbeing provision.

We’re independent - and that’s our power.


It means we can work alongside your current partners to deliver deep, specialist support with no agenda. In fact, we often help increase engagement with other services - maximising your overall ROI.

Because when your people feel emotionally safe with money, everything improves. At home, at work, in the community.

Our Services - One Mission. Multiple Formats

Premium Bespoke Workshops

Strategic, tailored training for high-impact culture change.

Lunch & Learns style sessions


Impactful, practical sessions from £500. Easy to book, packed with value.

Human-First Financial Training


Career development training to support those supporting others. Ideal for financial & HR professionals

Pinnacle in-house Group Mastery


Deep-dive financial & wealth mastery programme for high achievers

1:1 executive financial coaching & mentoring


1:1 external or internal support for senior leaders and high achievers

Our most popular Financial Wellbeing topics:

Better Budgeting For All

Practical tools to build financial confidence

Your Financial Health Matters

Practical strategies to manage money at home, and beyond

Money 101 for new starters

Foundations for smart financial decision from day one

Breaking the Debt Cycle

Strategies for overcoming financial burdens

The Psychology of Spending

Building better habits without restriction, shame or fear

This list is not exhaustive - additional topics include:

Understanding Your Money Brain®

Money Mindset for High Performers

Money & The Menopause

Men, Money & Mental Health

Become a Financial Champion®

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All Rights Reserved.

info@thefinancialwellbeingacademy.com

(+44) 07900 982878