To create real impact across your organisation, we offer a programme that focuses on what matters most: helping your people align their life direction with their financial decisions.
Rather than offering piecemeal fixes that treat surface-level symptoms, this programme goes deeper. It helps people explore how they think about work, money, and what they’re really building towards. The result? Teams that are more engaged, less financially stressed, and clearer on their priorities.
We’ll work with you to design a rollout that fits your team, your goals, and your culture.
£408* per employee, paid annually
*All costs are exclusive of VAT which is applicable; pricing is per person per month for a minimum 24 month
UK employers can offer up to £500 worth of financial advice per employee per tax year without incurring tax charges for the employee or employer-subject to
specific conditions. This benefit supports financial wellbeing and retirement planning.
4 x Group Sessions
Four practical workshops:
Life Coaching: Get clear on what truly matters, and how to live it through the choices you make each day.
Money Coaching: Understand the patterns, beliefs, and behaviours that shape your relationship with money.
Financial Planning: Learn the essentials of investing, pensions, and building wealth. Equip yourself to make informed decisions.
Workplace Pensions & Benefits: Make sense of what’s already available to you and build confidence in your present and future.
3 x 1-2-1 Sessions
Personalised support from a Life Coach, Money Coach
& Financial Adviser.
Clarify the direction you're heading. Not the life you think you should want, but the one that genuinely fits.
Work through your personal money blocks and create a healthier, more conscious relationship with money.
Receive tailored advice on your investments, pensions, and tax planning based on your unique situation.
2 x Integrated Plans
Life & Financial Plans that support each other
A life plan rooted in meaning and intention.
A financial plan designed to bring that life into reality, with the numbers and strategy to support it.
When your life has direction and your money has purpose, everything begins to align.
1 x Life You Love
This isn’t about chasing more. It’s about finding clarity, direction, and peace with where you are.
You’ll leave with a joined-up plan that connects your energy, attention, and finances. So you can move forward with intention, not just momentum.
£408* per employee, paid annually
*All costs are exclusive of VAT which is applicable; pricing is per person per month for a minimum 24 month
UK employers can offer up to £500 worth of financial advice per employee per tax year without incurring tax charges for the employee or employer-subject to
specific conditions. This benefit supports financial wellbeing and retirement planning.
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Your Y Ltd, FRN969033, is an appointed representative of Cheetham Jackson Ltd, FRN514951 which is Authorised and regulated by the Financial Conduct Authority.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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