Strengthening engagement through financial wellbeing support
By running free mortgage advice clinics for your staff, you can strengthen engagement, improve wellbeing, and show genuine care for your people. The sessions give employees reassurance and peace of mind around one of life’s biggest financial commitments, building trust, loyalty, and stronger relationships between teams and the business.
Designed for all kinds of staff situations
These clinics are ideal for all kinds of employees - from first-time buyers to those remortgaging, moving home, or simply wanting to check they’re still on the best rate. Each person leaves with clear, independent advice and a better understanding of their options, helping them feel valued, supported, and confident in their decisions.
Simple, flexible delivery with minimal disruption
We deliver the clinics on-site or virtually, whichever suits your setup. Appointments are confidential and take around half an hour, causing minimal disruption. Our advisers are experienced professionals who handle everything - you simply choose a day, and we take care of the rest, ensuring a smooth, fully managed experience for your HR team.
Fee-free, whole-of-market, and fully impartial service
The service itself is completely fee-free and whole-of-market. Our advisers aren’t tied to any lender, so employees receive genuine, unbiased advice that fits their circumstances. It’s a simple, professional wellbeing benefit that demonstrates integrity and delivers measurable value without cost or administrative burden.
Fully managed and compliant with no HR burden
Because the process is managed for you, there’s no extra workload for HR or leadership. Everything is handled professionally, with full regulatory compliance and data confidentiality built in. Your team benefits from expert advice, while you gain an easy, meaningful way to support financial wellbeing and enhance your culture of care.
Building trust, loyalty, and long-term commitment
When employees feel their employer takes an interest in their personal stability, it strengthens trust and long-term commitment. Offering something tangible like mortgage guidance - delivered clearly and confidentially - builds goodwill and shows your business genuinely supports its people, not just in the workplace but in the parts of life that matter most.
How does the fee-free model work?
The advisers are paid directly by mortgage lenders, so there’s no cost to you or your employees. You gain a high-value benefit that’s completely free for the business to provide.
Is the advice truly independent?
Yes. Our advisers are whole-of-market, meaning they can access products from a wide range of lenders to find the most suitable option for each individual.
Will employees feel pressured to switch mortgages?
No. The focus is on education and reassurance. If an employee’s current deal is already the best, the adviser will confirm that.
Does this take much organisation from our side?
Very little. We coordinate all scheduling, communications, and materials. You simply agree a date, and we handle the rest.
Is the advice confidential?
Completely. Employee discussions are private. No personal details or financial information are shared with the employer.
What kind of staff typically use the clinic?
All sorts. Some are buying their first home, others are remortgaging or checking rates. Every employee can benefit from the clarity and guidance.
How long does each session take?
Usually between 30 and 60 minutes, depending on individual needs. Appointments are designed to minimise disruption to the working day.
What qualifications do the advisers hold?
All advisers are fully qualified, regulated professionals with extensive experience across the mortgage market and a proven track record of client satisfaction.
What happens after an employee attends?
They receive a summary of the discussion and any recommendations. There’s no obligation to act, but support continues if they choose to explore next steps.
Why do other organisations choose to do this?
Because it’s a simple, trusted way to enhance wellbeing and engagement without adding cost or workload. It demonstrates genuine care and earns lasting appreciation from staff.