top of page

Drawing on over a decade of working in the financial planning world, we’ve taken the best elements of the financial planning journey and created a financial wellbeing and education journey for you and your colleagues.

We understand that you are unable to create a financial wellbeing and education initiative without having the right data and that’s why we do all the leg work for you, we work side by side with you to create a custom financial wellbeing survey to be sent out to your colleagues.

We then use the results to tailor build a programme for your colleagues, ensuring that the workforce is receiving presentations and workshops on topics that matter the most to them.

All one-to-one financial coaching sessions are carried out by an individual who is a Chartered Financial Planner, Certified Financial Coach and Member of the Institute of Wellbeing.

People are worried about their finances.


UK adults (over half) were more anxious or stressed due to the rising cost of living


of people say finances are the top cause of stress in their lives


of UK full-time and
part-time employees missed days at work due to financial worries

This is financial wellbeing in the workplace.

Watch a quick video from our Director, Jamie, on what financial wellbeing & education at work means and why it matters.

Trusted by:

Work life.png

Financial Wellbeing Journey.

Untitled design - 2023-11-15T145016.774.png

Discovery Call

A 30 minute call to find out a bit more about what we do and how we help companies like yourselves. If you would like to proceed with a Discovery Meeting, we will send you a Financial Wellbeing Discovery Document to complete and return ahead of the Discovery Meeting.

What we do.


Get to know you and the current employee benefits on offer.


In-person presentations and workshops.


Custom build a survey with you to send to your colleagues.


One-to-one coaching and guidance sessions for all employees.


Issue a report with insights of the financial wellbeing of your colleagues.


Work with companies with between 10 and 50 staff.

What we don't do.


Zoom presentations.


Give you an app.


Work with large companies.

What people say about us.

Why bring onboard a financial wellbeing offering?


of millennials want to work for a company that cares about their financial wellbeing.

PWC Financial Wellness Survey


of employees say that they want support from an impartial financial expert.

PWC Financial Wellness Survey

Typical Cost

The Lunch & Learn Option

The presentations or workshops will be tailor made based on the results of your company’s custom financial wellbeing survey.

£875 for 1 Presentation/Workshop
£1,399 for 2 Presentations/Workshops

The One-to-One Option

A full day of One-to-One surgeries with your colleagues. Perfect for companies with between 15 and 25 employees.

A maximum of 20 sessions in one day where colleagues can talk about their financial wellbeing, personal finances and anything else about money.

£3,475 for a full day

The Full Monty

2 days in your office giving a mix of One-to-One sessions, presentations and workshops. Perfect for companies with between 20 and 50 employees.

A maximum of 40 one-to-one sessions over the two days where colleagues can talk about their financial wellbeing, personal finances and anything else about money.

£4,975 for two full days

Please note, all prices above are inclusive of VAT.


Fancy a coffee?

Use the booking system to book a time and date that suits you for a quick chat about the financial wellbeing and education of your company.

Get in touch.

Insights straight to your inbox on the topics of retirement and financial wellbeing.

We occasionally send insights straight to your inbox. We promise not to bombard you and you can unsubscribe anytime.

Choose the type of insights you wish to receive

Thanks for subscribing!

Kyte Financial Planning Logo
  • LinkedIn - Kyte Financial Planning

Whilst Kyte Financial Planning is regulated by the FCA, advice will never be given as part of any Financial Wellbeing & Education Programme offered to a company. In some circumstances, where an individual requires specific advice, they may go through the Kyte Financial Planning Journey and become a client of Kyte Financial Planning.

Kyte Financial Planning Limited (the ‘Firm’) is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

bottom of page