Support designed around people.
Advice Access
Trusted financial and mortgage advice as an employee benefit
Giving employees access to regulated, confidential financial support when life presents important decisions.
Some situations require more than education.
They require personalised advice.
Advice Access provides employees with access to professional guidance when it matters most.
One flagship page style for every workplace programme.
Advice Access Scheme Guide
Guide for HR, wellbeing and leadership teams.
PurposeFinancial confidence
AudienceEmployees and teams
FormatSessions and resources
OutcomeClearer decisions
Advice Access is a workplace partnership scheme that allows employees to access regulated financial and mortgage advice through their employer's benefits programme.
The advice remains:
• Independent
• Confidential
• Personalised
• Fully regulated
Employers are not involved in individual conversations.
Employees remain in complete control of their financial decisions.
Financial stress does not stay at home.
Employees dealing with mortgage worries, pension uncertainty, or financial pressure bring that stress into the workplace every day.
It affects focus, decision-making, productivity, and long-term retention.
Most employees understand this. What they often do not have is a safe, practical, and regulated way to address it.
The Advice Access Scheme solves that.
Real support for real life
Access to advice when it matters most
What Employees Gain
First-Time Buyer Support
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Home Mover & Remortgage Advice
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Pension Planning
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Investment Guidance
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Protection Planning
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Family Financial Planning
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Retirement Planning
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Later Life Planning
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Specialist Property Finance
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A meaningful employee benefit
Supporting people without creating organisational risk
Advice Access helps organisations:
• Strengthen duty of care
• Improve employee wellbeing
• Enhance employer branding
• Support retention and engagement
• Offer meaningful support during life events
All while keeping advice with qualified, regulated professionals.
Smaller image. Stronger content. Better balance.
Simple and confidential
Support designed around people
Private consultation with an adviser.
Personal circumstances reviewed.
Regulated advice provided where appropriate.
Ongoing support available if needed.
A different kind of adviser
Education-led. Human-first. Outcomes-focused.
Our philosophy is simple.
**Finance should fit people.
Not the other way around.**
Employees receive guidance from advisers who focus on education, understanding, and long-term outcomes rather than transactions.
Many financial wellbeing programmes offer articles, tools and workshops.
These have value. But they do not replace regulated, personalised advice from a qualified adviser who understands the individual’s circumstances.
The Advice Access Scheme goes further. Employees do not just receive information.
They receive advice that connects their real financial position and produces outcomes.
Who is it for
Suitable for organisations of all sizes
We work with:
✓ SMEs
✓ Charities and non-profits
✓ Public sector bodies
✓ National companies
✓ Start ups and growth firms
✓ NHS trusts and healthcare organisations
✓ Universities and educational institutions
✓ Private and family owned businesses
Frequently Asked Questions
The Advice Access Scheme gives employees access to regulated financial advice for important financial decisions, helping them understand their options and how those options fit into their wider financial plans.
Employees may seek advice on areas such as mortgages, protection, pensions, investments and broader financial planning, depending on their individual circumstances and needs.
The scheme is designed to make financial advice more accessible through the workplace. Employees benefit from easier access to professional guidance while employers can support financial wellbeing across their workforce.
A workplace benefit employees genuinely value.
When people feel more confident about their finances, they often feel more confident about life. Advice Access helps make that possible.