Our Services & Who We Work With:
Our Services & Who we Work With.
At the Financial Wellbeing Academy, we understand that every organisation has unique challenges when it comes to financial resilience and employee wellbeing. Our programmes are designed to be flexible and impactful, with a special focus on industries where high pressure and complex financial challenges often intersect.
Our Expertise in Financial and Legal Services
Specialised programmes for professionals at all stages of their career in finance and law.
With over 30 years of experience in financial & legal services, we understand the unique pressures faced by professionals in these sectors.
From high earners feeling the weight of their own money worries to legal professionals balancing intense workloads, regulatory requirements and personal financial challenges, we are uniquely positioned to help.
Whilst there's no doubt that your colleagues provide top level work for their clients, their own financial stresses may go unspoken - for fear of judgement, regulatory fall-out or pure embarrassment.
We work closely with:
Banks, Financial Advisors & Wealth Management Firms: Supporting teams to reduce money stress and build financial confidence.
Pension & Insurance Companies, Accountants & Brokerages: Helping professionals manage financial habits amidst high-pressure environments.
Law Firms & Legal Teams: Offering tailored financial wellbeing programmes to tackle issues such as financial burnout, lifestyle inflation, and planning for the future.
Our deep understanding of the financial and legal industries allows us to deliver bespoke workshops, coaching, and training that meet the specific needs of your teams, the regulatory frameworks you work with and abide by, and the specific challenges your colleagues meet.
Whether you're facing regulatory challenges, restructuring potential, market uncertainties, or simply want to provide your teams with the support they deserve, we "get it". We have stood in their shoes, and fully appreciate the uniqueness of these professions.
Open to ALL Vital Sectors
While financial and legal services are at the heart of our work, our mission is to make financial wellbeing accessible to every organisation. We’ve worked with teams across a range of industries, including:
Public Services: NHS, police, fire services, and other essential roles where financial stress can deeply impact mental health and performance.
Charitable Organisations: Empowering staff and volunteers with the tools to manage money more confidently, ensuring they can focus on their vital work.
Manufacturing, Retail, and Beyond: Tailored support for employees at all levels, ensuring financial wellbeing initiatives deliver measurable results for your business.
Addressing the elephant in the financial room
From the outside it looks as though your colleagues have got it sussed, but is the reality very different?
High-income earners struggling with financial dissatisfaction, chasing the ££ and hitting burnout.
Industry-specific stressors, such as compliance deadlines, "Fit & Proper Persons" testing and billable hours.
Addressing "lifestyle inflation" and its impact on financial health.
Lack of sleep leading to safety concerns
There's more at risk than just your finances or staff turnover.
Financial stresses can be dangerous - being distracted by money worries or suffering from a lack of sleep can lead to accidents that cause injury (or worse) to themselves, their colleagues, and to the general public,
Not to mention your reputation.
Don't risk your health & safety record over employee financial concerns.
Empowering the people behind the causes that matter most.
Those working in the charitable sector often focus on giving back to others, sometimes at the expense of their own financial wellbeing.
Our programmes support employees and leaders in building strong money habits that align with both personal and professional values.
Often facing internal conflict between personal financial needs and the desire to serve others, we support your teams in reducing financial stress to enable a focus on impact.
Supporting those who dedicate their lives to helping others.
We recognise the vital work done by public service professionals and the financial stress that often comes with it.
We focus on building financial confidence and resilience while navigating the unique challenges of public sector work, including:
Managing financial strain on public sector salaries.
Building long-term savings and planning for retirement.
Addressing stress and burnout through financial wellbeing.
Financial worries have a knock-on effect on productivity, performance, team dynamic and your employee wellbeing and mental health.
1-Day Hybrid Financial Wellbeing Workshops + 1:1 Coaching
Designed for organisations that want a deeper, more interactive kickstart to their financial wellbeing experience, this full-day hybrid workshop combines 3–4 targeted group sessions with individual 1:1 coaching sessions for employees who need personalised support.
What’s Included:
✅ Choice of 3-4 workshops from our core or additional topics, such as Basic Money Management, Simple Saving & Investing, Breaking the Debt Cycle.
✅ "Golden Ticket" 1:1 sessions (10–15 minutes per employee) to provide individualised guidance in a confidential setting.
✅ Pre-session consultation with HR/wellbeing leads to align content with company culture and employee challenges.
✅ Signposting to internal and external financial wellbeing resources tailored to your industry.
✅ Follow-up support: Summary report with key takeaways and recommendations for ongoing employee engagement.
✅ Follow-up support: 2 x online "drop in clinics" after the event (generally 4 weeks and 8 weeks) to support staff with any questions arising.
✅Flexible delivery: Available in-person at your location or online via a secure platform.
Investment: £4,000 plus reasonable expenses.
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Ideal for: Wellbeing weeks, leadership away days, employee support programmes.
Additional bolt-on sessions available for £1,000–£1,200
Financial Wellbeing Package: 4 Core Workshops
Designed for quarterly delivery or as part of a wellbeing week, these sessions provide your employees with the tools and confidence they need to manage their money better.
✅Core topics include:
Better Budgeting for All: - Practical tools to build financial confidence.
Breaking the Debt Cycle: - Strategies for overcoming financial burdens.
Simple Saving: - Building habits for lasting financial security.
Your Financial Health: - Aligning money habits with other areas wellbeing.
✅Additional/alternative topics include:
Men, Money & Mental Health
Money & The Menopause
Family Finances
Financial Confidence for New Starters
Investment: From £6,500 for the full package or £1,800 per individual session. (Special rates applicable to charitable organisations)
Delivery options - online or in person
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Additional bolt-on sessions available for £1,200-1500
Standalone "Lunch & Learn" Style Workshops
A perfect introduction to workplace financial wellbeing, these one-hour interactive sessions provide employees with practical strategies to improve their financial confidence. Whether as a one-off session or part of a series, these workshops deliver immediate value.
What’s Included:
✅ Pre-session consultation with your HR/Wellbeing Co-ordinator to tailor the content to employee and organisational needs.
✅Live interactive workshop on a chosen topic. (Suggested topics as above)
✅ Copy of the session recording (online only) for internal distribution, ensuring that those who are unable to attend still have access.
✅Copy of slides for attendees to revisit key learnings.
✅Signposting to relevant financial wellbeing resources ( both internal and external).
Investment: £1,200 online (Zoom or Teams) £1,800 in-person (plus reasonable expenses) Special rates apply to charitable organisations.
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Ideal for: Complementing existing employee wellbeing programmes, introductory sessions, financial wellbeing awareness initiatives and "Awareness" days/weeks.
A third of employees are living payday to payday - it's time to change
Why Work With Us?
We don’t believe in a one-size-fits-all approach. Every programme we create is designed to meet the unique needs of your organisation and your people.
We consult with HR leaders, compliance officers, and senior teams to understand your goals, challenges, and employee demographics.
Together, we’ll build a financial wellbeing programme that drives engagement, reduces financial stress, and improves both personal and professional outcomes.
Ready to Start?
Whether you're a global corporation or a family-run business, we’re here to help your teams thrive. Let’s create a financially resilient future, together.
Create a positive money culture and maintain a happy, healthy workforce - reducing staff turnover, absenteeism and mental health issues.
Kim Uzzell, Chartered Fellow CISI and 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 her 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.
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 Financial Fix Wellbeing Audit today.
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 Impactful than a Pay Increase
You may feel under pressure to raise salaries, but the reality is that this is often a quick fix, that is 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 need for extra money is reduced.
Effective signposting to debt support or other specialist areas can mean a quicker resolution and sustainable reduction in money stresses.
No Conflict of Interest
Introducing dedicated Financial Wellbeing 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 and greater impact for your employees.