In-house financial surgeries
In-house financial surgeries is provided by
Amber River True Bearing
With financial planners covering the North West of England
Call: 01257 833 400
Assurance House, Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE
Existing client?
No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB
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Home › Offices › Amber River True Bearing › In-house financial surgeries
Promoting financial wellbeing can make a real difference to the lives of your employees – and make for a happier, more productive workforce.
A study carried out by the Centre for Economics and Business Research and Aegon in October 2023 [Financial-Wellbeing-2023.pdf (cebr.com)] showed the proportion of both full-time and part-time employees missing work due to financial concerns had risen to 12%. On average, employers lost just under five workdays per year, per employee, a not inconsiderable drain on your resources.
If you’re looking to enhance your employee wellbeing programme, you may want to make use of our in-house surgeries, either as a stand alone exercise or as part of an Employee Benefits package. Our existing business partners have found they’re viewed as valuable employee benefits.
We'll bring our expertise to you
Hosted at your premises, these informal sessions allow your employees to speak with a qualified independent financial adviser, one-on-one, about their financial questions. Topics are driven by attendees but typically include:
- Pension planning
- Financial goals
- Major life changes
- What could happen if they became unable to work
- Investing for the future
What are the benefits?
Providing financial help to your employees will help promote financial wellness in your workplace, at minimal direct cost to you. Offering these sessions will also improve your employee engagement and corporate culture which has obvious benefits to you as an employer and can help support your efforts to attract and retain the best talent.
Offering these surgeries in the workplace makes it easy for employees to access professional financial advice rather than having to take time off.
Find out more
If you’d like to know more about our In-House Financial Surgeries, please contact Maria, or fill out our contact form to request a call back.
To find out how you could benefit, please call Maria Dabipi on 07545 834030, or fill out our contact form and we’ll call you back.
We have worked hard over the years to achieve the gold standard in financial services: Chartered status. We are also members of ThreeSixty, who provide additional compliance and business support to our in-house compliance team.
We work with a wide variety of private and public sector employers, including universities, local authorities, car manufacturers, major chemical companies and the Police.
Small, but important print
Amber River True Bearing is a trading name of True Bearing Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No. 486512. http://www.fca.org.uk/register
We adhere to the FCA’s principles of Treating Customers Fairly (TCF) Read more.
Registered in England. Registered Number 4806442. Registered Office: Assurance House Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
You can read the 2022 Remuneration Code Disclosure for our firm here.
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