Increase Staff Engagement with On-Site Mortgage Clinics
Increase Staff Engagement with On-Site Mortgage Clinics
Support staff with expert mortgage advice
Offering a mortgage clinic in your workplace is a simple, high-impact way to support your team’s financial wellbeing. These free sessions give employees the chance to speak with a qualified mortgage advisor from Chesterton Grant – confidentially and with no obligation – right from the convenience of their workplace or online.
What Is a Mortgage Clinic?
A mortgage clinic is a 1-to-1 appointment with a whole-of-market mortgage advisor. Held at your premises or virtually, it offers staff expert guidance tailored to their situation – whether they’re first-time buyers, remortgaging, moving home, or simply unsure what their next steps should be. The clinics are informative, friendly, and completely free for both the business and the employee.
Who Can Benefit from a Clinic?
Mortgage clinics offer real value for a wide range of businesses and employees. For employers, it’s a no-cost way to show you care – boosting staff satisfaction, loyalty, and retention. For employees, it’s a chance to speak to a trusted advisor without needing to take time off, travel, or feel pressured to buy. Everyone from new starters to senior staff can benefit – especially those at key life stages such as buying their first home, starting a family, or nearing retirement.
Why It Matters to Your Team
Buying a home is one of the biggest financial decisions most people will ever make – and it often brings uncertainty. With rising costs and frequent changes to interest rates, many employees are unsure where to start. Providing access to expert, unbiased advice helps reduce stress and empowers your team to make confident, informed decisions.
What Questions Are Staff Asking?
Mortgage clinics help answer the questions that many staff have but don’t always ask aloud, such as:
- How much can I borrow based on my income?
- What deposit do I need, and what schemes are available?
- Can I remortgage to save money or secure a better deal?
- Will I qualify if I’m self-employed or on maternity leave?
- What’s the difference between fixed and tracker rates?
- Can I get a mortgage with a poor credit history?
- How do I switch lenders and is it worth it?
Offering a clinic means your staff get clear, personalised answers—reducing financial stress and helping them make informed decisions.
The Benefits to Your Business
Here’s how a mortgage clinic adds value to your workplace:
- Supports employee financial wellbeing – Helping reduce anxiety around money and planning.
- Boosts productivity and focus – Staff with fewer financial worries perform better at work.
- Free service with no obligation
– No cost to you, and no pressure for your team.
- Strengthens your benefits package – A meaningful, practical perk staff will remember.
- Offers whole-of-market advice – Impartial guidance not tied to one bank or lender.
- Simple and flexible to run – Easily arranged in-person or online, around your schedule.
- Encourages engagement and retention – Staff feel valued and supported in their personal lives.
By offering a mortgage clinic, you’re not just helping your team save money – you’re showing them they matter. It’s a
small step
that delivers big results: improved wellbeing, stronger engagement, and a workplace culture built on care and support.
Easy to Organise, Easy to Offer
Chesterton Grant makes it straightforward. You choose the date and format – they’ll handle the rest, including promotion and appointment booking. Sessions can take place in a meeting room, break area, or via video call, depending on what works for you.
Book Your Free Clinic Today
Give your team access to trusted advice when it matters most.
Book a workplace mortgage clinic
with Chesterton Grant today. Call 01244 526888 or email hello@chestertongrant.co.uk to get started.
FAQs for Employers Offering Mortgage Clinics
Thinking about running a mortgage clinic at your workplace? Here are the most common questions businesses ask before getting started.
1. What is a mortgage clinic?
A mortgage clinic is a free, on-site or virtual session where employees can speak 1-to-1 with an independent mortgage advisor.
2. How much does it cost to run a clinic?
There’s no cost to your business. The service is completely free and there’s no obligation for employees to proceed.
3. Who is the clinic suitable for?
Any staff member thinking about buying a home, remortgaging, moving house, or just needing financial clarity can benefit.
4. How long does each session last?
Appointments typically last around 20–30 minutes, but can be adjusted to suit your team’s availability.
5. How many employees can take part?
As many as you like – sessions are scheduled based on interest, and multiple clinics can be arranged if needed.
6. Do staff have to share any personal information with the business?
No. All sessions are completely confidential between the advisor and the employee.
7. How do we promote the clinic to staff?
Chesterton Grant will provide posters, emails, and booking links to help you spread the word internally.
8. Can the clinics be held remotely?
Yes. Clinics can be held virtually via video call or telephone, making them ideal for hybrid or remote teams.
9. Is there any follow-up or pressure to use the service?
No. Staff receive free, independent advice. There’s no obligation to proceed or commit to anything.
10. How do we get started?
Simply contact Chesterton Grant to arrange a date. They’ll handle the rest, making the process easy and stress-free.
Still have questions? Get in touch today to find out how a mortgage clinic could support your team.
