Financial Stress. Sorted.
The Annual Financial Wellbeing Programme
The Missing Piece in your Wellbeing Strategy.
Structured prevention. Delivered across the year.
Designed to reduce recurrence, strengthen existing provision and protect retention.
Most organisations begin with four strategically timed sessions aligned to key pressure points across the year - with optional expansion to six or twelve sessions for deeper impact.
Investment (based on 4 sessions):
Online – £2,800
In person – £4,000
Additional Ways to Work With Us:
Single Strategic Session
Support your entire team or organisation with high-quality, engaging financial wellbeing sessions.
1 hour, half day or full day programmes - from £750 online / £1000 in person - ideal for lunch & learns, client events or team meetings.
Executive 1:1 Support
Ideal for high performers, executives and individuals who want targeted, expert financial coaching support.
Individually tailored - real change, no surface level, generic work
Online or in person (subject to location)
Human-First Financial Training
Be the best in your industry! Professional development training for financial services, compliance and advisory teams.
Ideal for regulated industries needing a human-centric approach
Take your firm's reputation to the next level
We help your teams to:
Understand the real reasons for the habits behind their spending and other financial decisions.
Manage their money better, with budgeting that works for them, their families, and their priorities.
Set smart money goals that work, not that lead to feelings of failure, and not being "good enough"
Perfect for away days, team meetings, Lunch & Learn or breakfast events.
Why Choose Us?
No scripts, no sales pitches, no products being pushed - just evidence based, psychology backed practical content.
Fits seamlessly alongside existing EAP, Wellbeing or Financial Advice provision. We are not here to step on anyone's toes!
Proven track record with regulated firms, charities, professional bodies and global brands, in the UK and beyond.
Led by Kim Uzzell, - 30+ years experience and recognised for this work in the Sunday Times Alternative Rich List 2025!
We take psychological safety and confidentiality seriously.
All sessions are designed to be inclusive and non-judgemental, with optional interaction tools such as Mentimeter to allow anonymous participation.
There’s no requirement to speak up, use chat functions, or share personal details - just a safe, respectful space to explore money with confidence.
Meet the Founder - Kim Uzzell, Chartered Fellow CISI, Founder of the Financial Wellbeing Academy
With over 35 years in law, investment, and wealth management, and nearly two decades in coaching, teaching, and mentoring, Kim brings both professional rigour and deep real-world empathy to financial wellbeing.
After leaving her regulated career during the pandemic, Kim made it her mission to tackle financial stress at the root, combining behavioural science, emotional intelligence, and practical insight.
From rising interest rates to relationship breakdowns, she knows no one is immune from money worries. And no one should be left to struggle or try to work it all out for themselves.
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.
Introducing Kim Uzzell, Chartered Fellow of the CISI & Founder of The Financial Wellbeing Academy.
With a Legal, Investment and Wealth Management career spanning 35 years, coupled with almost 20 years’ experience in coaching, mentoring and teaching and decades of “real life” money stuff to deal with along the way, Kim left the regulated career during the Pandemic, to focus on supporting a wider number of people with recognising and effectively dealing with their financial stresses.
Regardless of age, salary bracket or geographic location, money worries can affect any one at any time - whether it’s the impact of rising interest rates or the effects of a relationship breakdown, Kim knows no one is immune.
All trainings are delivered either by Kim herself, or by associate coaches personally trained to Kim’s own high standards.
The Business Case for Preventative Financial Wellbeing:
Your Return on investment
Financial stress is expensive.
It drives errors, absence, burnout and avoidable attrition
.
When focus drops, risk rises.
When good people leave, replacement costs follow.
Preventative financial wellbeing reduces recurrence - protecting both performance and reputation.
Improving Workplace Culture
We spend such a large proportion of our time at work, and we don’t want to be replacing money stress at home with money stress at work. We discuss the ways in which you can create a culture of financial safety and security around money, with a goal of eliminating fear and judgement.
Impactful Beyond the Workplace
Financial confidence doesn’t just benefit people at work -
it leads to better conversations around money at home and in the community for the next generation to become financially resilient too - the ripple effect is huge!
More Effective than a Pay Increase
You may feel under pressure to raise salaries, but the reality is that this is often a quick fix, soon lost through increased spending. By supporting your staff in having a better relationship with their money, easier conversations and more effective money management, the pressure to provide extra money is reduced.
Effective early signposting to debt support or other specialist areas can mean a quicker resolution and sustainable reduction in money stresses.
No Conflict of Interest
Specialist Financial Wellbeing from The Financial Wellbeing Academy does NOT take the place of your existing financial advice provision, if you have it.
Neither does it interfere with your other wellbeing, EAP or L&D provision.
Instead, we strengthen what you already have - meaning you get an even better return on your investment and greater impact for your employees.
Not sure where to start?
Let’s design a financial wellbeing year that actually works.
Copyright © 2026 The Financial Wellbeing Academy
All Rights Reserved.