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Wealth manager rolls out financial education workplace scheme

The workshops are based around retirement and pensions but will have IHT elements soon


UK-based financial advisory firm Four Wealth Management has unveiled a workplace financial education programme.

The scheme involves the wealth manager providing employees of other businesses access to a financial adviser to give them a greater understanding of their finances.

The firm creates tailored financial education programmes to suit the individual company and its employees.

There are two complimentary workshops – approaching retirement and looking to retirement (for younger employees) – both covering pensions, which are usually run within the workplace.

The firm told International Adviser that it is looking to introduce inheritance tax workshops in the future.

Four Wealth Management is based in Clifton, south-west England, and has clients across the South of England including in London, the Midlands and Wales.

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