Amber River True Bearing

Workplace Financial Education Courses

Providing advice on Wills, Trusts, Legacy Planning and Power Of Attorney
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Workplace Financial Education Courses are provided by

Amber River True Bearing

With financial planners covering the North West of England

Meet the team

Assurance House, Chorley Business & Technology Centre Euxton Lane, Chorley, Lancashire, PR7 6TE

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No. 8 Cromac Pl, Belfast, Northern Ireland BT7 2JB

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HomeOfficesAmber River True Bearing › Workplace Financial Education Courses

Financial Wellbeing in the Workplace

We offer a selection of comprehensive courses, run face to face or online, to equip and educate your employees on all aspects of financial education.

As an employer, you have an important responsibility when it comes to ensuring the physical and mental wellbeing of your staff. After all, healthy employees are happy employees. But, have you considered how important their financial health is?

In fact, financial issues are a major cause of workplace stress, and can lead to a loss of productivity and time off work. This costs the business, and the UK economy, but it is avoidable. We can help equip your employees with the skills to manage their finances and understand how complex financial products work, enabling them to improve their lives and wellbeing.

What is Workplace Financial Education?

Workplace financial education is a growing trend as employers discover the benefits for them and their employees. Financial stress can mean an employee is preoccupied and less focused at work. By promoting financial wellbeing at work, you can improve not only the lives of your employees, but increase workplace productivity at the same time.

How do our courses work?

Our interactive financial wellness programmes deliver a wealth of financial information designed to benefit and educate employers and employees alike.

We’ve packed the agenda with relevant information to help your employees make sense of their finances. We can tailor the content to your preferences, and create content that allows you to use the workshops as an opportunity to highlight and promote your employee compensation and benefits package.

    Topics we will cover within the course include:

  • Financial goals
  • Attitude to risk
  • Protecting your assets
  • State pensions
  • Occupational pensions
  • Investments
  • Debts including loans, overdrafts, credit and store cards
To find out more about our financial wellbeing programmes and workshops or to book your course, give our Business Development Manager, Maria Dabipi a call on 07545 834030, or fill out our contact form to request a call back.
You can have total trust in our team

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.

What our clients say

We have delivered comprehensive retirement planning and advice sessions for a number of major employers in the North West, including Lancashire County Council, Essar Oil and Merseyside Police. These seminars have helped to equip their employees with the right strategies for a more enjoyable and secure retirement.

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.

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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