Employee Financial Wellbeing Solutions is delighted to provide free access to our range of financial advice and wellbeing services for all employees of Shropshire Chamber members.

Financial worries are the number one cause of stress in the UK. 80% of UK employees admit to worrying about their financial situation. This financial stress costs UK businesses billions of pounds in lost productivity each year, lowers morale, and impacts employee retention.

Employee Financial Wellbeing Solutions are here to help with our range of free or discounted financial services to support your colleagues. By giving your team access to trusted financial guidance, from mortgages and wills to wealth planning, you’re not just supporting their personal lives; you’re investing in a healthier, more resilient workplace.

Our services include:

- Mortgages – Fee-free, award-winning advice

- Wills – discounted single and mirror wills

- Financial planning – pensions, savings, and investment advice

Mortgage Advice Bureau - Fee-free, award-winning mortgage advice

  • - Typical saving of £595 in fees
  • - Access to over 12,000 mortgage deals from 90 UK lenders, with many exclusive to Mortgage Advice Bureau
  • - Full advice and recommendation service with dedicated admin support throughout to make the process as quick and easy as possible
  • - Free Mortgage Monitoring, where our systems constantly check your mortgage against the market to ensure you’re on the right deal
  • - Free regular reviews to ensure your mortgage and associated insurances are appropriate, fit for purpose, and value for money 

The Will Place – Affordable, Legally Binding Wills 

The Will Place is our digital will-writing platform designed to simplify and reduce the cost of securing a legally binding will in the UK. 

  • - Easy to use, jargon-free, and highly intuitive
  • - Designed to suit individuals and families alike
  • - Fully secure and legally compliant

Essentially, two types of wills will benefit your colleagues: a single will or a mirrored will. Often, a single will is great for people who are unmarried/partnered, and a mirrored will is for clients who have a partner/are married, or have children. We would be able to offer this on the following basis:- 

  • - Single Will:£19.80 (reduced from £99)
  • - Mirrored Will:£29.80 (reduced from £149)

In addition to peace of mind, the system intelligently highlights areas where clients may benefit from further advice (e.g., protection, estate planning, or financial guidance), creating natural pathways into broader financial wellbeing services.

A key point to note here is that, unlike other low-cost will options, we do not appoint our company as one of the executors of the will in return for a percentage of the estate (which many do). 

We will also ensure that each will is checked by a professional as part of the process to ensure these wills are accurate and ‘as intended’ by the colleague.

Financial Advice & Wellbeing – Enhancing Long-Term Planning

That said, many Shropshire Chamber of Commerce members and their families could benefit from regulated, tailored advice across key areas such as: 

  • - Investments and personal savings
  • - Frozen pensions from previous employers
  • - Retirement planning for spouses/partners not in the Gentoo scheme
  • - Financial modelling and future forecasting
  • - Specialist insurance planning

Exclusive Offer for Shropshire Chamber members: 

  • - Retirement Forecasting & Financial Modelling:£99* (normally £999)
  • - 10% discount on advice fees

*For reference, we would classify ‘family members’ as the partners/spouses, siblings, or children of Shropshire Chamber members.

Click here: https://employeefinancialwellbeing.uk/shropshire-chamber-of-commerce/ 

The website is designed for colleagues to have direct access to it. If you’re an employer who would like to set up your own in-house platform, then please scroll down to the contact form.