Quilter Financial Advisers has announced a new partnership with workplace wellbeing company, Circles, which is part of the Sodexo group.

Circles specialises in giving its clients an employee concierge and workplace support service to help improve productivity, wellbeing and employee engagement.

The partnership will allow Quilter Financial Advisers, the national advice business of Quilter Financial Planning, to deliver financial wellbeing and advice services to all of Circles’ clients and their employees as part of their wellbeing services.

Quilter Financial Advisers confirmed it will offer access to an online portal where they can view financial education articles on general personal finance and customised topics. Users will be able to sign up to events on topics such as pre-retirement, redundancy, general financial planning, mortgages and equity release, as well as talks surrounding their specific group pension scheme.

Furthermore, Quilter Financial Advisers will offer employees using Circles’ services a free initial advice consultation offered on an annual basis.

“We’re really excited to be working with Circles to help give its clients the tools they need to support employees to make the right financial decisions,” Quilter Financial Advisers managing director, Amanda Cassidy, said.

“Financial capability in the workplace is a growing area as more employers recognise the fundamental link between sustained financial resilience and overall employee wellbeing.

“This is also marks an exciting new opportunity for Quilter Financial Advisers, which builds on our valued affinity relationships and the financial wellbeing and advice services we already offer to employees in the Quilter group.”

Circles UK & Ireland CEO, Michael Fildes, added: “Circles concierge services have a positive impact on the physical and mental wellbeing of our clients’ employees by reducing stress and mental load.

“Employees cite their top anxieties and stresses as worries over family or finance, so I’m particularly pleased that our new and exciting partnership with Quilter Financial Advisers will offer financial support and education to our clients’ employees to further positively impact their holistic wellbeing.”

Share Story: