The Missing Piece in Your Wellbeing Strategy
The Missing Piece in your Wellbeing Strategy.
Financial wellbeing is still the most overlooked pillar of workplace wellbeing. Let’s change that - together. Work with us to bring practical, evidence based financial wellbeing support - to your people, your leaders, and your business.
At the Financial Wellbeing Academy, we believe financial support should be more than spreadsheets and pensions. We create psychologically safe spaces where people can:
Improve everyday money confidence
Reduce hidden financial stress
Feel more in control of their finances
Engage more fully at work
Because when people feel better with money, they show up better everywhere else.
Delivery options:
We offer four core ways to work with us. Each designed to be impactful, accessible, and tailored to your needs.
Workshops & Workplace Training
Support your entire team or organisation with high-quality, engaging financial wellbeing sessions.
Set Menu Lunch & Learns - £500 online only, no frills format. Fixed fee, easy to book.
Bespoke Workshops - from £900 online, £1200 in person - 1 hour, half day, or full day. Tailored to your team's goals & culture
Quarterly workshop packages 4 x core financial workshops, online from £1750 or in person from £4800
Awareness series x 10 monthly sessions aligned to wellbeing calendar (excludes Aug & Dec)
1:1 Coaching & Deep Dive Sessions
Fast, confidential and designed for breakthrough moments.
Ideal for high performers, executives and individuals who want targeted, expert support.
Power Hour - £250.
A targeted, quick fire, clarity session.
Monthly coaching and mentoring - £1000 pcm. Ongoing transformation.
NeuroWealth™ session - from £750. Premium deep dive session, may include money trauma and subconscious work.
Individually tailored - real change, no surface level, generic work
Online or in person
Pinnacle Group Mastermind
Elite-level financial wellbeing support for high achievers and senior leaders. Strategic, proactive, and psychologically safe.
Intimate mastermind & round table format (online or in person)
Run as public cohorts or delivered in-house to leadership teams.
Designed to prevent financial stress before it derails performance
Fosters leadership, resilience and wealth-safe habits - with peer support
Benefits the individual, the organisation and the client base.
Human-First Financial Training
Be the best in your industry! Professional development training for financial services, compliance and advisory teams.
What they didn't teach you in your finance exams but you really need to know!
Grounded in psychology and behavioural science
Ideal for regulated industries needing a human-centric approach
CPD-compatible formats for teams and firms
Topics include client empathy, communication, emotional finance and ethical decision making.
Take your firm's reputation to the next level
Protect what you’ve built. Think clearly.
Act confidently.
Feel safe with your success.
Why Work With Us?
We don’t believe in a one-size-fits-all approach. Our programmes are designed to meet the unique needs of your organisation and your people.
Our training isn’t just about financial literacy - it’s about emotional wellbeing, mindset, and calm decision-making. We bridge the gap between knowledge and real-life behaviour with practical, high-impact support that works for your people.
Ready to Start?
If you’d like to explore how financial wellbeing support could benefit your team, drop us a message below.
Empower your people to feel better, think clearer, and perform at their best, with everyday financial confidence.
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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.
All training is delivered either by Kim herself or by a small team of personally trained, values-aligned associate coaches - ensuring consistent, high-quality delivery every time.
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.
More reasons to bring dedicated financial wellbeing into your workplace:
Your Return on investment
Distractions at work can lead to costly mistakes. Financial stresses cause a lack of sleep, poor mental health, a drive to work harder to chase the money, and inevitable burnout. Your best talent, believing the answer is just to "earn more" may leave for your competitor. Every costly error, sickness and talent hire needs to be covered.
Reducing your risk, will save you ££ 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 or L&D provision.
Instead, this work enhances the work being done elsewhere - meaning you get an even better return on your investment and greater impact for your employees.
Not sure what YOUR organisation needs? Book a free no obligation call to discuss your specific requirements
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