Financial Wellbeing Doesn't need to be complicated - simply pick from our range of proven favourites, and we'll do the rest!
Set Menu Lunch & Learns
Powerful Financial Wellbeing Sessions. Simple to Book, Built for Impact
Your team’s relationship with money is affecting their mental health, focus, and performance - whether you’re talking about a new recruit, a team leader, or the finance administrator quietly drowning in debt., things feel....more complicated. We're here to make them simple again.
At the Financial Wellbeing Academy, our Set Menu Lunch & Learn sessions deliver no-fluff, high-impact financial education & support with practical tips your people can act on immediately. Each session is live, engaging, and grounded in emotional finance expertise - no jargon, no judgment, and no boring slides.
These sessions are designed for:
SMEs who want to support their team’s financial health without overcomplicating the process.
Team leaders, HR and wellbeing leads looking for cost-effective, credible training.
Any organisation with a wellbeing budget but no time to sift through cookie-cutter content.
Perfect for team meetings, Lunch & Learn or breakfast events.
Budgeting That Works
The Psychology of Spending
Breaking the Debt Cycle
Money 101 – For New Starters & Graduate Trainees
Preparing for Retirement
Money and the Menopause
Men, Money and Mental Health
Your Financial Health Matters
Being a Financial Champion®
How to book:
Book your chosen date and time from the calendar link here.
Select from our comprehensive list of financial wellbeing topics.
Pay online or request an invoice. We've deliberately kept our prices low.
We'll handle the rest, so you can get on with your day!
What's included in your Financial Wellbeing Session
What's included?
45-minute live workshop + 15-minute Q&A, delivered by Kim Uzzell, with 35 year's experience of practical and emotional finance!
Delivered via Zoom, Teams (or your Organisation's platform)
Professionally designed slide deck
Optional handouts or worksheets
Recording shared afterwards for your colleagues who're unable to attend live
Easy booking, card payment or invoice options - without the corporate price tag
Option to change or add session topics after booking
Book your session today - £500 each or 4 for £1750
NEED SOMETHING MORE BESPOKE?
If you’re looking for something deeper - tailored content, bespoke workbooks, or sessions for senior leaders, our Executive Financial Wellbeing options are for you. Book a call to have a conversation and we'll be happy to work with your specific requirements.
Meet Your Host - Kim Uzzell
Chartered Wealth Manager. Certified Financial Coach. Speaker. Behavioural Finance Specialist.
With 30+ years in financial services, Kim Uzzell knows that financial stress doesn’t just live in spreadsheets - it lives in people.
After decades advising high-net-worth clients, she now helps organisations tackle the real causes of money stress at work: emotion, habit, mindset, and nervous system response.
Through The Financial Wellbeing Academy, Kim delivers high-impact workshops that ditch the jargon and go straight to what matters - real insight, practical tools, and financial wellbeing that actually works.
Disclaimer
These Financial Wellbeing sessions are designed for educational and informational purposes only. They do not constitute personalised financial advice or regulatory guidance. All content is intended to support greater awareness and understanding of financial wellbeing and behavioural finance. Individuals should seek professional advice tailored to their personal circumstances before making financial decisions.