Building Financial Confidence for Businesses and Their Employees: A Brigantia Case Study
22nd November 2024
Supporting Employee Financial Wellbeing
In today’s workplace, financial wellbeing is an essential yet often overlooked aspect of employee support. For one of our long-standing clients, a forward-thinking business owner, we recognised an opportunity to make a tangible difference—not just at the executive level but across the entire workforce. Through tailored personal finance talks, we helped employees gain a better understanding of their financial options, empowering them to make informed decisions about their money.
In today’s workplace, financial wellbeing is an essential yet often overlooked aspect of employee support. For one of our long-standing clients, a forward-thinking business owner, we recognised an opportunity to make a tangible difference—not just at the executive level but across the entire workforce. Through tailored personal finance talks, we helped employees gain a better understanding of their financial options, empowering them to make informed decisions about their money.
These sessions go beyond simply presenting information. They’re designed to address real concerns that employees face, from budgeting and saving to retirement planning and debt management. Our goal is to make complex financial concepts accessible, practical, and actionable for everyone.
To take this a step further, we introduced free personal reviews for employees. These one-on-one sessions allow individuals to ask specific questions and receive tailored guidance in a confidential setting. Whether it’s clarifying pension contributions or planning for future education costs, these reviews ensure employees feel supported and valued.
Our regular “clinic” days take the idea of accessibility even further. By spending a day on-site at the business, I make myself available for employees to drop in and discuss any financial concerns—or simply to say hello. This open-door policy not only fosters trust but also strengthens the bond between Brigantia and the people we help. Many of these employees have since become long-term clients, a reflection of the value they see in our guidance.
This approach has a profound impact. Employees feel more confident in managing their finances, and businesses benefit from a more engaged, focused, and motivated workforce. It’s a win-win situation that demonstrates how financial advice can positively transform workplace culture.
To take this a step further, we introduced free personal reviews for employees. These one-on-one sessions allow individuals to ask specific questions and receive tailored guidance in a confidential setting. Whether it’s clarifying pension contributions or planning for future education costs, these reviews ensure employees feel supported and valued.
Our regular “clinic” days take the idea of accessibility even further. By spending a day on-site at the business, I make myself available for employees to drop in and discuss any financial concerns—or simply to say hello. This open-door policy not only fosters trust but also strengthens the bond between Brigantia and the people we help. Many of these employees have since become long-term clients, a reflection of the value they see in our guidance.
This approach has a profound impact. Employees feel more confident in managing their finances, and businesses benefit from a more engaged, focused, and motivated workforce. It’s a win-win situation that demonstrates how financial advice can positively transform workplace culture.
Helping Businesses Thrive with Strategic Financial Advice
While employee financial wellbeing is a cornerstone of our approach, our support extends far beyond individual guidance. For this client, we also provide comprehensive advice tailored to the business itself, ensuring that the organisation’s financial strategies align with its goals for growth and resilience.
One key area of focus is employee benefits and staff retention. In today’s competitive job market, offering attractive and meaningful benefits is essential for recruiting and retaining top talent. We work with the business to design and implement bespoke employee benefit packages that reflect the needs of their workforce, enhancing job satisfaction and loyalty. This includes everything from healthcare solutions to pension schemes, tailored to provide real value to both employees and the employer.
Another critical aspect of our ongoing advice is key person risk management. Every business has individuals whose expertise and contributions are vital to its success. We help identify these key players and put strategies in place to safeguard the business against potential disruptions caused by illness, departure, or unforeseen events. This might involve insurance solutions or succession planning, ensuring continuity and stability for the company.
Finally, we assist with treasury strategies for retained profits. Businesses often face challenges in deciding how best to allocate surplus funds. Through careful analysis, we help this client make the most of their retained earnings, advising on strategies that balance growth, risk management, and future planning. Whether it’s reinvesting in the business, creating a reserve fund, or exploring low-risk investment options, our approach is always tailored to the company’s unique situation.
This multi-faceted support provides not only financial clarity but also peace of mind. With Brigantia’s ongoing guidance, this business has been able to focus on what they do best, confident that their financial foundation is secure and their strategies are aligned with long-term success.
While employee financial wellbeing is a cornerstone of our approach, our support extends far beyond individual guidance. For this client, we also provide comprehensive advice tailored to the business itself, ensuring that the organisation’s financial strategies align with its goals for growth and resilience.
One key area of focus is employee benefits and staff retention. In today’s competitive job market, offering attractive and meaningful benefits is essential for recruiting and retaining top talent. We work with the business to design and implement bespoke employee benefit packages that reflect the needs of their workforce, enhancing job satisfaction and loyalty. This includes everything from healthcare solutions to pension schemes, tailored to provide real value to both employees and the employer.
Another critical aspect of our ongoing advice is key person risk management. Every business has individuals whose expertise and contributions are vital to its success. We help identify these key players and put strategies in place to safeguard the business against potential disruptions caused by illness, departure, or unforeseen events. This might involve insurance solutions or succession planning, ensuring continuity and stability for the company.
Finally, we assist with treasury strategies for retained profits. Businesses often face challenges in deciding how best to allocate surplus funds. Through careful analysis, we help this client make the most of their retained earnings, advising on strategies that balance growth, risk management, and future planning. Whether it’s reinvesting in the business, creating a reserve fund, or exploring low-risk investment options, our approach is always tailored to the company’s unique situation.
This multi-faceted support provides not only financial clarity but also peace of mind. With Brigantia’s ongoing guidance, this business has been able to focus on what they do best, confident that their financial foundation is secure and their strategies are aligned with long-term success.
The Ripple Effect: Employees Becoming Clients
One of the most rewarding outcomes of our relationship with this client has been the ripple effect our services have had across the business. What started as workplace financial talks and clinic sessions has led to a number of employees becoming individual clients of Brigantia. This transformation highlights the trust and value that grows naturally when financial advice is both accessible and personal.
The on-site clinics, in particular, have played a key role in this. By creating a casual and approachable environment, we’ve made it easy for employees to seek advice on anything from managing debt to planning for major life goals. Some initially drop in with a quick question or just out of curiosity, while others come with specific concerns. Regardless of the starting point, these conversations often evolve into deeper, ongoing relationships.
For many employees, the opportunity to access financial expertise in their workplace feels like a rare privilege. It removes the barriers of time, cost, and accessibility that can often deter people from seeking advice. As employees see the tangible benefits of these interactions—whether it’s improved financial confidence, better planning, or simply peace of mind—they frequently choose to continue working with us outside the workplace.
Over time, these relationships develop a personal depth that transcends traditional client-adviser dynamics. Like many of our clients, these employees don’t just see Brigantia as a professional service; they see us as a trusted partner. And, as often happens, trust fosters friendship. These connections, built on mutual respect and shared goals, are a testament to the strength of our tailored approach.
This ripple effect underscores the power of financial advice to create lasting, positive change—not just for individuals but also for the broader business community. It’s a virtuous cycle: as employees feel more financially secure, they bring their best selves to work, and the business thrives as a result.
One of the most rewarding outcomes of our relationship with this client has been the ripple effect our services have had across the business. What started as workplace financial talks and clinic sessions has led to a number of employees becoming individual clients of Brigantia. This transformation highlights the trust and value that grows naturally when financial advice is both accessible and personal.
The on-site clinics, in particular, have played a key role in this. By creating a casual and approachable environment, we’ve made it easy for employees to seek advice on anything from managing debt to planning for major life goals. Some initially drop in with a quick question or just out of curiosity, while others come with specific concerns. Regardless of the starting point, these conversations often evolve into deeper, ongoing relationships.
For many employees, the opportunity to access financial expertise in their workplace feels like a rare privilege. It removes the barriers of time, cost, and accessibility that can often deter people from seeking advice. As employees see the tangible benefits of these interactions—whether it’s improved financial confidence, better planning, or simply peace of mind—they frequently choose to continue working with us outside the workplace.
Over time, these relationships develop a personal depth that transcends traditional client-adviser dynamics. Like many of our clients, these employees don’t just see Brigantia as a professional service; they see us as a trusted partner. And, as often happens, trust fosters friendship. These connections, built on mutual respect and shared goals, are a testament to the strength of our tailored approach.
This ripple effect underscores the power of financial advice to create lasting, positive change—not just for individuals but also for the broader business community. It’s a virtuous cycle: as employees feel more financially secure, they bring their best selves to work, and the business thrives as a result.
A Model for Ongoing Engagement
The cornerstone of Brigantia’s success with this client lies in our commitment to ongoing engagement. Financial advice isn’t a one-time service; it’s an evolving process that adapts to the changing needs of both the business and its employees. By maintaining regular communication and a proactive presence, we ensure our guidance remains relevant and impactful.
For this client, regular visits to the business are a key part of our approach. These visits aren’t limited to the financial “clinic” sessions for employees; they also include in-depth discussions with the leadership team to assess the business’s financial strategies and explore opportunities for growth. Whether it’s revisiting employee benefit packages, refining key person risk strategies, or re-evaluating treasury management plans, our support evolves alongside the business’s goals and challenges.
This continuous engagement fosters a dynamic partnership, where both parties are invested in long-term success. It also builds trust, as the client knows they can rely on Brigantia for timely advice, informed by a deep understanding of their unique circumstances. This trust is further strengthened by the tangible results of our work: employees who feel supported, risks that are well-managed, and profits that are strategically utilised.
Moreover, our presence within the business creates a culture of financial openness. Employees know they can reach out at any time, and the leadership team values the peace of mind that comes from having a trusted adviser on hand. This accessibility and consistency set Brigantia apart, reinforcing our role as more than just a financial adviser—we are an integral part of the client’s success story.
By prioritising ongoing engagement, we ensure that our advice doesn’t just solve immediate challenges but also prepares the business and its employees for the future. It’s this holistic and adaptive approach that makes Brigantia a trusted partner for businesses looking to thrive in today’s ever-changing financial landscape.
The cornerstone of Brigantia’s success with this client lies in our commitment to ongoing engagement. Financial advice isn’t a one-time service; it’s an evolving process that adapts to the changing needs of both the business and its employees. By maintaining regular communication and a proactive presence, we ensure our guidance remains relevant and impactful.
For this client, regular visits to the business are a key part of our approach. These visits aren’t limited to the financial “clinic” sessions for employees; they also include in-depth discussions with the leadership team to assess the business’s financial strategies and explore opportunities for growth. Whether it’s revisiting employee benefit packages, refining key person risk strategies, or re-evaluating treasury management plans, our support evolves alongside the business’s goals and challenges.
This continuous engagement fosters a dynamic partnership, where both parties are invested in long-term success. It also builds trust, as the client knows they can rely on Brigantia for timely advice, informed by a deep understanding of their unique circumstances. This trust is further strengthened by the tangible results of our work: employees who feel supported, risks that are well-managed, and profits that are strategically utilised.
Moreover, our presence within the business creates a culture of financial openness. Employees know they can reach out at any time, and the leadership team values the peace of mind that comes from having a trusted adviser on hand. This accessibility and consistency set Brigantia apart, reinforcing our role as more than just a financial adviser—we are an integral part of the client’s success story.
By prioritising ongoing engagement, we ensure that our advice doesn’t just solve immediate challenges but also prepares the business and its employees for the future. It’s this holistic and adaptive approach that makes Brigantia a trusted partner for businesses looking to thrive in today’s ever-changing financial landscape.
Conclusion: The Brigantia Difference
At Brigantia, we believe that financial advice is most impactful when it serves both the individual and the organisation. Our partnership with this client illustrates how a holistic, relationship-driven approach can lead to meaningful change. By intertwining employee wellbeing with strategic business advisory, we've helped foster a thriving environment where everyone benefits.
This collaborative journey has reinforced a culture of trust and openness within the business. Employees feel valued, knowing they have direct access to financial guidance that respects their individual needs and aspirations. The business, in turn, has strengthened its position through improved staff retention, mitigated key person risks, and optimized use of retained profits.
Our regular engagement ensures that as the business evolves, so does our support. We don't just offer solutions; we build lasting relationships that adapt to new challenges and opportunities. This commitment to ongoing partnership is what sets Brigantia apart.
An Invitation to Transform Your Business
If you're a business owner or leader looking to enhance both your company's financial health and your employees' wellbeing, we invite you to consider the Brigantia approach. Let's explore how tailored financial advice can unlock new levels of success for your organisation.
Get in Touch
Ready to take the next step? Reach out to us for a consultation. Together, we can craft a strategy that supports your business goals and empowers your employees for a brighter financial future.
At Brigantia, we believe that financial advice is most impactful when it serves both the individual and the organisation. Our partnership with this client illustrates how a holistic, relationship-driven approach can lead to meaningful change. By intertwining employee wellbeing with strategic business advisory, we've helped foster a thriving environment where everyone benefits.
This collaborative journey has reinforced a culture of trust and openness within the business. Employees feel valued, knowing they have direct access to financial guidance that respects their individual needs and aspirations. The business, in turn, has strengthened its position through improved staff retention, mitigated key person risks, and optimized use of retained profits.
Our regular engagement ensures that as the business evolves, so does our support. We don't just offer solutions; we build lasting relationships that adapt to new challenges and opportunities. This commitment to ongoing partnership is what sets Brigantia apart.
An Invitation to Transform Your Business
If you're a business owner or leader looking to enhance both your company's financial health and your employees' wellbeing, we invite you to consider the Brigantia approach. Let's explore how tailored financial advice can unlock new levels of success for your organisation.
Get in Touch
Ready to take the next step? Reach out to us for a consultation. Together, we can craft a strategy that supports your business goals and empowers your employees for a brighter financial future.