Let Fintuity Financial Wellbeing help you to
achieve your financial goals
Let Fintuity Financial
Wellbeing help you to
achieve your financial goals
Let Fintuity Financial Wellbeing help you to
achieve your financial goals
Financial problems reduce focus, impact mental health and cause stress. It’s something we rarely get taught but working with Fintuity Financial Wellbeing coaches can help you achieve your personal financial goals with confidence!
Financial problems reduce focus, impact mental health and cause stress. It’s something we rarely get taught but working with Fintuity Financial Wellbeing coaches can help you achieve your personal financial goals with confidence!
Financial problems reduce focus, impact mental health and cause stress. It’s something we rarely get taught but working with Fintuity Financial Wellbeing coaches can help you achieve your personal financial goals with confidence!
Your financial health is key to building the life you want
1 in 3
people feel underpaid
73%
of people wished they could access financial information in a simple manner
44%
of people worry about their personal finances at least once a week
Your financial health is key to building the life you want
1 in 3
people feel underpaid
73%
of people wished they could access financial information in a simple manner
44%
of people worry about their personal finances at least once a week
Your financial health is key to building the life you want
1 in 3
people feel underpaid
73%
of people wished they could access financial information in a simple manner
44%
of people worry about their personal finances at least once a week
Elevate your employees' financial confidence with Fintuity Financial Wellbeing Service, supported by our regulated financial experts across the UK.
With a legacy of demystifying financial complexities, our subscription service is the key to their financial peace of mind
Elevate your employees' financial confidence with Fintuity Financial Wellbeing Service, supported by our regulated financial experts across the UK.
With a legacy of demystifying financial complexities, our subscription service is the key to their financial peace of mind
Elevate your employees' financial confidence with Fintuity Financial Wellbeing Service, supported by our regulated financial experts across the UK.
With a legacy of demystifying financial complexities, our subscription service is the key to their financial peace of mind
How it works
You meet with you
own money expert
Everyone, across all levels, gets matched with your own expert for confidential video sessions.
They’ll discuss your financial goals and coach you on how to achieve those goals. Alongside quarterly check-in meetings & annual reviews your coach is always in contact when questions come up.
1
2
We give you access to powerful tools to help you make better money decisions.
Our coaches will create an interactive financial forecast - to help you visualise the long-term impact of decisions today and get a specific action plan for whatever your goals are.
3
Question
Can you help me with the execution of my financial plan?
ANSWER
YES
As an FCA-regulated firm, we don't just draft plans – we bring them to life. Benefit from our expert financial adviser's insider knowledge to craft, optimize, and flawlessly execute the ultimate financial strategy tailored just for you! (Provided as an additional service and priced separately)
How it works
You meet with you
own money expert
Everyone, across all levels, gets matched with your own expert for confidential video sessions.
They’ll discuss your financial goals and coach you on how to achieve those goals. Alongside quarterly check-in meetings & annual reviews your coach is always in contact when questions come up.
1
2
We give you access to powerful tools to
help you make better money decisions.
Our coaches will create an interactive financial forecast - to help you visualise the long-term impact of decisions today and get a specific action plan for whatever your goals are.
3
Question
Can you help me with the execution of my financial plan?
ANSWER
YES
As an FCA-regulated firm, we don't just draft plans – we bring them to life. Benefit from our expert financial adviser's insider knowledge to craft, optimize, and flawlessly execute the ultimate financial strategy tailored just for you! (Provided as an additional service and priced separately)
How it works
You meet with you
own money expert
Everyone, across all levels, gets matched with your own expert for confidential video sessions.
They’ll discuss your financial goals and coach you on how to achieve those goals. Alongside quarterly check-in meetings & annual reviews your coach is always in contact when questions come up.
1
2
We give you access to powerful tools to help you make better money decisions.
Our coaches will create an interactive financial forecast - to help you visualise the long-term impact of decisions today and get a specific action plan for whatever your goals are.
3
Question
Can you help me with the execution of my financial plan?
ANSWER
YES
As an FCA-regulated firm, we don't just draft plans – we bring them to life. Benefit from our expert financial adviser's insider knowledge to craft, optimize, and flawlessly execute the ultimate financial strategy tailored just for you! (Provided as an additional service and priced separately)
FINTUITY DIGITAL ECOSYSTEM
Navigating Between Financial Coaching
and Financial Advice
Customer profile
Financial Wellbeing
For those who want to be better with your money but don't know where to start? Unlike full financial advice, financial coaching can give you guidance on budgeting, emergency savings, and basic financial products to help you manage your finances more effectively. It allows to set the groundwork for financial advice in the future.
Regulated Financial Advice
For those considering or already holding specific financial products, such as pensions, investments, properties or life insurance may need advice tailored to these products. This includes understanding your specific tax implications, risks, and how these financial products fit into their broader financial plan.
Key features
Financial Wellbeing
• Budgeting analysis and reallocation of funds
• Benefits analysis
• Financial goals planning
• Financial Healthcheck Live-Scoring
• Virtual Adviser Access
• Webinars and Learning Resources Access
• Guidance not advice
Regulated Financial Advice
• Regulated Financial Advice
• Complex Advice
• Comprehensive product / solutions
• Independent, personalised recommendations
• Specific planning work (pensions, investments, mortgages, protection, tax planning)
• Annual suitability checks
• FCA regulated adviceClient contact points
Financial Wellbeing
• Initial Online Meeting (1 hr)
• Quarterly check-in (15 min)
• Annual one-to-one review (1 hr)
Regulated Financial Advice
• Initial Online Meeting (30 min)
• Factfinding meeting (90 min)
• Recommendation meeting (60 min)
• Annual review (60-90 min)Cost of services
Financial Wellbeing
£25 per month or £250 per annum per household
Regulated Financial Advice
Based on service need – usually a 1.5% initial and 0.5% ongoing fee for pensions and investments while commission-based (paid by provider) for mortgages and protection.
FINTUITY DIGITAL ECOSYSTEM
Navigating Between Financial Coaching
and Financial Advice
Customer profile
Financial Wellbeing
For those who want to be better with your money but don't know where to start? Unlike full financial advice, financial coaching can give you guidance on budgeting, emergency savings, and basic financial products to help you manage your finances more effectively. It allows to set the groundwork for financial advice in the future.
Regulated Financial Advice
For those considering or already holding specific financial products, such as pensions, investments, properties or life insurance may need advice tailored to these products. This includes understanding your specific tax implications, risks, and how these financial products fit into their broader financial plan.
Key features
Financial Wellbeing
• Budgeting analysis and reallocation of funds
• Benefits analysis
• Financial goals planning
• Financial Healthcheck Live-Scoring
• Virtual Adviser Access
• Webinars and Learning Resources Access
• Guidance not adviceRegulated Financial Advice
• Regulated Financial Advice
• Complex Advice
• Comprehensive product / solutions
• Independent, personalised recommendations
• Specific planning work (pensions, investments, mortgages, protection, tax planning)
• Annual suitability checks
• FCA regulated adviceClient contact points
Financial Wellbeing
• Initial Online Meeting (1 hr)
• Quarterly check-in (15 min)
• Annual one-to-one review (1 hr)Regulated Financial Advice
• Initial Online Meeting (30 min)
• Factfinding meeting (90 min)
• Recommendation meeting (60 min)
• Annual review (60-90 min)Cost of services
Financial Wellbeing
£25 per month or £250 per annum per household
Regulated Financial Advice
Based on service need – usually a 1.5% initial and 0.5% ongoing fee for pensions and investments while commission-based (paid by provider) for mortgages and protection.
FINTUITY DIGITAL ECOSYSTEM
Navigating Between Financial Coaching
and Financial Advice
Customer profile
Financial Wellbeing
For those who want to be better with your money but don't know where to start? Unlike full financial advice, financial coaching can give you guidance on budgeting, emergency savings, and basic financial products to help you manage your finances more effectively. It allows to set the groundwork for financial advice in the future.
Regulated Financial Advice
For those considering or already holding specific financial products, such as pensions, investments, properties or life insurance may need advice tailored to these products. This includes understanding your specific tax implications, risks, and how these financial products fit into their broader financial plan.
Key features
Financial Wellbeing
• Budgeting analysis and reallocation of funds
• Benefits analysis
• Financial goals planning
• Financial Healthcheck Live-Scoring
• Virtual Adviser Access
• Webinars and Learning Resources Access
• Guidance not adviceRegulated Financial Advice
• Regulated Financial Advice
• Complex Advice
• Comprehensive product / solutions
• Independent, personalised recommendations
• Specific planning work (pensions, investments, mortgages, protection, tax planning)
• Annual suitability checks
• FCA regulated adviceClient contact points
Financial Wellbeing
• Initial Online Meeting (1 hr)
• Quarterly check-in (15 min)
• Annual one-to-one review (1 hr)Regulated Financial Advice
• Initial Online Meeting (30 min)
• Factfinding meeting (90 min)
• Recommendation meeting (60 min)
• Annual review (60-90 min)Cost of services
Financial Wellbeing
£25 per month or £250 per annum per household
Regulated Financial Advice
Based on service need – usually a 1.5% initial and 0.5% ongoing fee for pensions and investments while commission-based (paid by provider) for mortgages and protection.
Features
What is included in the Service
Discover the added value of our subscription with a host of additional features and products
1-to-1 regular meetings with Fintuity financial experts
Access to our exclusive learning materials and financial articles
Access to Fintuity Financial Portlal
Access to Fintuity Virtual Adviser
Discover the added value of our subscription with a host of additional features and products
Features
What is included in the Service
Discover the added value of our subscription with a host of additional features and products
1-to-1 regular meetings with Fintuity financial experts
Discover the added value of our subscription with a host of additional features and products
Access to our exclusive learning materials and financial articles
Access to Fintuity Financial Portlal
Discover the added value of our subscription with a host of additional features and products
Access to Fintuity Virtual Adviser
Discover the added value of our subscription with a host of additional features and products
Features
What is included in the Service
Discover the added value of our subscription with a host of additional features and products
1-to-1 regular meetings with Fintuity financial experts
Discover the added value of our subscription with a host of additional features and products
Access to our exclusive learning materials and financial articles
Access to Fintuity Financial Portlal
Discover the added value of our subscription with a host of additional features and products
Access to Fintuity Virtual Adviser
Discover the added value of our subscription with a host of additional features and products
Our All-in-one platform helps you manage your personal finances
Our All-in-one platform helps you
manage your personal finances
Our All-in-one platform helps you manage your personal finances
Connect effortlessly with your trusted financial coach or adviser. Seamlessly set up, execute, and monitor your financial plans, and empower yourself with valuable knowledge. Plus, gain instant guidance from our Virtual Adviser, all within a single, user-friendly platform.
Why we stand out
from others
Fintuity Financial Wellbeing
Others coaching Services
Financial advisers
FCA regulated advisers
Non regulated coaches
Years of experience with clients
Not Required
FCA Fit and Proper Adviser Test Approved
Not Required
Members of Professional Bodies
Not Required
Access to our properietry client services platform
Not Required
Why we stand out from others
Fintuity Financial
Wellbeing
Others coaching
Services
Financial advisers
FCA regulated advisers
Non regulated coaches
Years of experience
with clients
Not Required
FCA Fit and Proper
Adviser Test Approved
Not Required
Members of Professional
Bodies
Not Required
Access to our properietry
client services platform
Not Required
Why we stand out from others
Fintuity Financial Wellbeing
Others coaching Services
Financial advisers
FCA regulated advisers
Non regulated coaches
Years of experience with clients
Not Required
FCA Fit and Proper Adviser Test Approved
Not Required
Members of Professional Bodies
Not Required
Access to our properietry client services platform
Not Required
fintuity products
We provide support
on all money worries
Pension planning
Make sure you are making the most of your workplace and personal pension and on track for retirement.
Protection Planning
Help you understand how to financially protect your loved ones in the event of unexpected circumstances.
Benefits guidance
Make sure you are making the most of your tax allowances and benefits due to you.
Investment guidance
Helping you navigate the various investment products available and making use of tax advantageous products.
Mortgage planning
Our qualified experts can help assess mortgage affordability and help you understand your options for home ownership.
Webinars & learning resources
Share access to our platform with live webinars, articles, guides and more
Budgeting support
Help employees feel more in control of their money with 1-to-1 help creating a household budget
fintuity products
We provide support
on all money worries
Pension planning
Make sure you are making the most of your workplace and personal pension and on track for retirement.
Protection Planning
Help you understand how to financially protect your loved ones in the event of unexpected circumstances.
Benefits guidance
Make sure you are making the most of your tax allowances and benefits due to you.
Investment guidance
Helping you navigate the various investment products available and making use of tax advantageous products.
Mortgage planning
Our qualified experts can help assess mortgage affordability and help you understand your options for home ownership.
Webinars & learning resources
Share access to our platform with live webinars, articles, guides and more
Budgeting support
Help employees feel more in control of their money with 1-to-1 help creating a household budget
fintuity products
We provide support
on all money worries
Pension planning
Make sure you are making the most of your workplace and personal pension and on track for retirement.
Protection Planning
Help you understand how to financially protect your loved ones in the event of unexpected circumstances.
Benefits guidance
Make sure you are making the most of your tax allowances and benefits due to you.
Investment guidance
Helping you navigate the various investment products available and making use of tax advantageous products.
Mortgage planning
Our qualified experts can help assess mortgage affordability and help you understand your options for home ownership.
Webinars & learning resources
Share access to our platform with live webinars, articles, guides and more
Budgeting support
Help employees feel more in control of their money with 1-to-1 help creating a household budget
Make a positive change to your financial situation today!
Make a positive change to your financial situation today!
Make a positive change to your financial situation today!
While others offer mere theories, we provide hands-on guidance to transform your employees financial dreams into tangible achievements.
FAQ
Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch. For more information and help please check out our Blog and Knowledge Base.
Should you decide to proceed?
Should you decide to proceed?
Should you decide to proceed?
How are you different?
How are you different?
How are you different?
What do people value the most from our service?
What do people value the most from our service?
What do people value the most from our service?
How do you control the quality of your service?
How do you control the quality of your service?
How do you control the quality of your service?
How much does it cost?
How much does it cost?
How much does it cost?
Book a free consultation
Your first consultation is completely free of
charge - all you need to do is to select a
convenient time & date and outline how we can
assist you.
Resources
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.
128 City Road, London, EC1V 2NX
+44 1274 003920
support@fintuity.com
Resources
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.
128 City Road, London, EC1V 2NX
+44 1274 003920
support@fintuity.com
Resources
Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.
128 City Road, London, EC1V 2NX
+44 1274 003920
support@fintuity.com