Financial Wellbeing Training That Works
Because your people MATTER.
Money stress affects performance, mental health, and retention yet most wellbeing strategies STILL overlook it.
Our workshops go deeper than budgeting tips. We tackle the real root causes of financial stress with evidence-based sessions that are practical, empowering, evidence-led and built around psychology.
Set Menu Lunch & Learn Style Sessions.
Affordable, Accessible, Impactful. Perfect for busy teams who want impact without fluff!
Online only (eg Zoom or Teams)
45 mins + time for Q&A
Live delivery and recorded
Fixed price - £500 per session
Bespoke Workshops. Delivered online or in-person.
Tailored to your culture, challenges & goals. We work with HR, Wellbeing leads and senior teams, creating high impact sessions to drive change.
1 Hour lunch & learn style: From £900 online/£1200 in person
Half Day: £1800
Full Day: £2500
Quarterly Package 4 x Core Topics
Make money a key focus as part of your wider wellbeing initiative (topics can be substituted with others from our list)
Your Financial Health Matters
Better Budgeting for All
Breaking the Debt Cycle
The Brain Behind Your Money Habits
Awareness Series (10 x sessions).
Aligned (but not restricted) to awareness days/weeks, including sessions on:
Financial confidence & stress
Money & Mental Health
Breaking the debt cycle
Women & wealth
Men, Money & Mental Wellbeing
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, shame and not being "good enough"
Perfect for away days, team meetings, Lunch & Learn or breakfast events.
Choose from a range of topics including:
Budgeting That Works for YOU: It's not a one sized fits all exercise!
The Psychology of Spending
Breaking the Debt Cycle: How to get out of it and stay in control. Debt is NOT a dirty word.
Money 101 – For New Starters & Graduate Trainees: What school and university didn't teach us.
Your Money, Made Better
Family Finances & Better Money Conversations
Preparing for Retirement: Getting financially, and emotionally, ready to enjoy the freedom.
Money and the Menopause: The financial impacts no one thinks about.
Men, Money and Mental Health: Talking about what's usually left unsaid.
Your Financial Health Matters: Because financial wellbeing impacts more than just money.
Being a Financial Champion®
Understanding Your Money Brain® & Habits:
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 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!
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.