Financial Foundations
A financial wellbeing and education programme designed to improve understanding, confidence, and decision making.
Explore Financial Foundations →
Financial education that people can actually understand and use.
Workplace
Financial wellbeing that supports people, not products
Workplace programmes designed to improve financial understanding, reduce financial stress, and give employees access to trusted support when they need it most.
Many organisations invest heavily in wellbeing.
Yet one of the biggest causes of stress, distraction, and anxiety at work often receives the least attention.
Money.
At Roxton Wealth, we believe financial wellbeing deserves the same attention as physical and mental wellbeing.
A different approach
Supporting employees through education first and advice when needed
Our workplace offering is built around two complementary programmes. One programme focuses on education. The other focuses on personalised support. Together, they help employees build confidence, improve financial understanding, and access professional support when life requires it.
Advice Access
A workplace benefit that provides employees with access to regulated financial and mortgage advice at preferential rates.
Explore Advice Access →The challenge
Financial stress does not stay at home
Financial worries can affect: • Focus and productivity • Mental wellbeing • Confidence and decision making • Workplace engagement • Absenteeism • Retention Many organisations invest in physical wellbeing, mental health support, learning and development, and employee engagement. Financial wellbeing is often the missing piece.
Financial education is not a luxury.
It is workplace safeguarding.
Built to work together
Two programmes. One shared objective.
Financial Foundations
Financial wellbeing through education.
A non-commercial financial education programme helping employees understand how money, mortgages, pensions, investments, protection, and financial decision making actually work.
Advice Access
Regulated advice when employees need it.
A workplace partnership scheme giving employees access to trusted, regulated financial and mortgage advice with complete confidentiality.
More than a provider
A long-term wellbeing partner
Our programmes help organisations:
• Strengthen employee wellbeing strategies
• Improve engagement and retention
• Support duty of care objectives
• Reinforce DEI and inclusion commitments
• Demonstrate meaningful employee support
• Improve financial confidence across the workforce
Because people perform at their best when they feel confident about their future.
Frequently Asked Questions
What is the difference between Financial Foundations and the Advice Access Scheme?
Financial Foundations is designed to improve financial understanding across the workforce through education and workshops.
The Advice Access Scheme provides employees with access to regulated financial advice when they need personalised guidance for important financial decisions.
Why should employers offer financial wellbeing support?
Financial concerns can affect employee wellbeing, productivity and engagement.
Providing access to financial education and support can help employees feel more confident about their finances and better equipped to make informed decisions.
Can these programmes be tailored to our organisation?
Yes. We work with employers to understand their workforce and objectives.
Programmes can be adapted to suit different employee groups, industries and levels of financial knowledge.
Build a stronger financial wellbeing culture
Whether you are supporting 20 employees or 20,000, our programmes can be tailored to fit your organisation.