Empower Your Team
Empower Your Team
What we do to solve the 1st problem
We are Life and Financial planners who work directly with your employees to empower them to create the life they love. Through our structured life planning process, we guide them to uncover their deepest values, passions, purpose and life goals. This gives them the clarity and motivation to make intentional choices that lead to greater fulfilment, both personally and professionally.
In parallel, we provide comprehensive independent regulated financial planning tailored to each employee's unique needs and aspirations. This ensures they have the financial resources and stability to support the life they want to build, now and in the future.
By combining Life Planning and Financial Planning, we give your team a holistic roadmap for success. The result is greater focus, motivation and engagement - all of which directly benefit your business' performance and profitability.
Life Plan
Structured process to uncover employees' deepest values, passions, purpose and life goals
Guidance & Coaching to create a clear
vision for their ideal life
Ongoing partnership to stay accountable and
achieve their dreams
More than just a benefit - helps employees unlock their full potential
Financial Plan
Empowers employees to create
comprehensive financial plans
Tailored to their unique
needs and aspirations
Gives them the knowledge, tools
and confidence to take control of their finances
Ensures financial stability to
support the life they want to build
How it helps
Most people don’t have a life plan, they don’t know what journey they really want to go on, and are often scared to even think about the bigger questions of life. Most people don’t have a financial plan, they don’t have a clue how to find the financial fuel to travel their path, and are often scared to even talk about money.
The consequence of this is most of us end up playing small. We sleepwalk in to the life that comes our way, rather than the life we really want, because we don’t think it’s possible or we’re too scared to really do something about it.
In the UK, financial planning and goal-setting statistics indicate that a significant portion of the population lacks defined life goals and comprehensive financial plans. A recent industry survey revealed that more than 50% of UK adults do not have a financial plan in place. Another survey indicated that only 4% of adults have life goals.
On the other hand, when there is a plan in place the research shows:
74% of UK Adults who have sought Regulated Financial Advice
are more likely to have average or above average mental health
People who set goals are 43% more likely to achieve them
77% of people with a comprehensive retirement plan had average or above average mental health
The end result? A more focused, motivated, and fulfilled team that fuels your business' growth and profitability.
Align Goals. Empower People. Drive Success.
Empower your people to align their goals with purpose and financial clarity. Let’s explore how we can support your organisation’s journey to growth and success—Reach out today.
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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.
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