Empower financial wellbeing at work

Financial stress is one of the leading causes of distraction and absenteeism in the workplace. Supporting your employees with accessible, practical guidance—like a mortgage workshop—can ease money worries, improve focus, and help your team feel more secure both in and out of work.

Boost engagement with meaningful support

Your people want to feel valued beyond their job title. Offering a confidential, no-obligation mortgage clinic shows you’re invested in their long-term wellbeing. It’s a benefit that cuts through the noise—practical, trusted advice they can act on straight away.

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A low-effort, high-impact initiative

We know HR teams are busy. That’s why our clinics are designed to be simple to set up and easy to run—whether in-person or online. You choose the time and format that works best for your team, and we handle the rest.

Strengthen retention and loyalty

Employees who feel supported are more likely to stay. Giving them access to financial guidance builds trust and demonstrates a people-first culture. For larger teams, this kind of benefit can help reduce turnover and increase overall job satisfaction across departments.

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Data-led decisions, human-centred delivery

We work closely with HR leaders to understand your team’s needs, providing insight-backed solutions with a human touch. Whether you want to support first-time buyers, remortgagers, or those planning for the future, we tailor each clinic to fit your people.

Fully branded experience for your team

Make it your own. We can create a dedicated landing page and QR code for your clinic, making it easy for staff to register and access information. It’s a seamless way to deliver a branded, professional experience that fits with your internal comms.

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£50 donated to charity per mortgage

With every mortgage completion that comes from your workplace clinic, we’ll donate £50 to your company’s chosen charity. It’s a simple way to give back while supporting your team’s financial journey—creating positive impact far beyond the office.

Include estate planning for peace of mind

If your employees need support beyond mortgages, we can include estate planning in your clinic—covering wills, power of attorney, and more. These conversations are handled with care and confidentiality, helping staff plan for the future and protect what matters most.

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Ready to chat about a clinic?

Whether you’re planning a wellbeing week, building your benefits package, or just want to start the conversation, we’re here to help. Get in touch today to explore how a mortgage workshop could work for your team—and why so many HR leaders are saying yes.