Financial Wellbeing

Financial Wellbeing

Helping you to build a better financial future with Finley

Helping you to build
a better financial future with Finley

Get smart about your finances

Get smart about
your finances

Your own virtual financial assistant to help you understand
how to improve your financial wellbeing

What we offer

Financial Welbeing

Let Finley take you through a free financial wellbeing programme . Learn the basics of how to improve your overall financial welbeing and literacy. Be in control of your finances, learn at your own pace, in your own time.

Health Check & Tools

Answer some simple questions through our free Financial Health Check, and get a better understanding of your financial wellness. Get tips on areas you could improve on, and access tools to help you further.

Access Expert Advice

Need more help, here on you can receive a complementary meeting via secure video chat or phone, to discuss your financial needs and get expert financial advice for a regulated financial adviser.

Want to offer a Free Financial wellbeing programme to your employees?

A recent study found that over 75% of employees say that money worries impact them at work.

(Financial Wellbeing Index 2019 Report, Close Brothers 2019) .

How it works

Talk to Finley AI

To get started just say "Ok Google talk to Finley AI" or "Ok Google talk to Financial Helper" on any Google Assistant enabled device (including Mobile, Tablet, Google Smart Speaker". If you don't have Google Assistant Installed you can download below.

Ask to Plan with Finley

Ask Finley questions or ask to "Plan with Finley" to access the financial wellbeing programme. Finley will take you through the basics of getting smart with your finances. You can ask Finley questions to gets tips and guidance to help you improve your financial wellbeing.

Access Tools & Advice

Help at hand to help you improve your financial wellbeing from online tools to help you get a better understanding or your financial circumstances. To receiving a complementary meeting with an FCA regulated financial adviser, via phone or secure video chat.

Download Google Assistant

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