WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future.
Established in 2005, we work with hundreds of organisations across both the private and public sector by offering financial education, guidance and regulated financial advice.
Our financial education and guidance services are delivered on a bespoke basis and can be specifically designed to help the entire workforce make informed decisions about their finances to support their financial wellbeing, covering everything from debt and money management through to optimising employer sponsored benefits and retirement income options.
This can be delivered face-to-face or online and utilises digital nudge technology to encourage employee engagement and participation. Support is also provided through the creation of digital content such as webcasts, animations and interactive tools including the Financial Healthcheck.
All our interactions are measured and can be benchmarked against the industry standard to fully understand the impact.
As specialists in our field, we continue to enjoy exceptionally strong momentum and are recognised as one of the UK’s fastest growing companies by the London Stock Exchange.
Established in 2005, we work with hundreds of organisations across both the private and public sector by offering financial education, guidance and regulated financial advice.
Our financial education and guidance services are delivered on a bespoke basis and can be specifically designed to help the entire workforce make informed decisions about their finances to support their financial wellbeing, covering everything from debt and money management through to optimising employer sponsored benefits and retirement income options.
This can be delivered face-to-face or online and utilises digital nudge technology to encourage employee engagement and participation. Support is also provided through the creation of digital content such as webcasts, animations and interactive tools including the Financial Healthcheck.
All our interactions are measured and can be benchmarked against the industry standard to fully understand the impact.
As specialists in our field, we continue to enjoy exceptionally strong momentum and are recognised as one of the UK’s fastest growing companies by the London Stock Exchange.
Location: United Kingdom, England, Liverpool
Employees: 201-500
Phone: +44 800 234 6880
Founded date: 2005
Investors 1
| Date | Name | Website |
| - | Equistone ... | equistonep... |
Mentions in press and media 3
| Date | Title | Description |
| 30.06.2025 | Demand for financial advice surges for time-pressed City workers | Time-pressed City workers often lack confidence in their financial situation and businesses, including law firms are seeking external financial advice to help. Lawyers and many professionals have cited time pressure as one of the reasons th... |
| 01.06.2021 | Wealth at Work Receives Investment from Aquiline Capital Partners | Wealth at Work Group Limited, a London, UK-based specialist provider of workplace financial education, guidance and regulated financial advice for individuals, is to receive an investment from Aquiline Capital Partners. The amount of the de... |
| 24.10.2011 | Wealth at Work Receives Equity Funding from Palatine Private Equity | Wealth at Work, a Liverpool, UK-based provider of financial education and employee wealth management services in the workplace, has received equity funding from Palatine Private Equity. Palatine Private Equity has backed the management team... |