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Seminars & Workshops

Our seminars and workshops are delivered by experienced financial planning professionals, either face to face or via high quality digital sessions. Using engaging content and modern delivery methods, we help employers support and financially empower their workforce with clear, practical guidance

Modern | Dynamic | Honest

We deliver a wide range of seminars and workshops across the UK, designed to help employees build confidence in their financial decisions and improve their overall financial wellbeing.

For employers, these sessions provide a meaningful way to support staff, demonstrating a genuine commitment to wellbeing, reducing financial stress and positively contributing to mental health in the workplace.

We work with a diverse range of organisations, including large corporates, charities and local authorities. Each session is tailored to your workforce, covering key life stages such as early career, mid career and retirement planning, ensuring the content is relevant, practical and immediately useful.

One of our most popular and engaging sessions is our “Five Pillars of Financial Planning” workshop. It provides a practical overview of key areas such as budgeting, mortgages, protection, pensions and estate planning, helping employees build a solid financial foundation.

We have found them to be very knowledgeable, good communicators, transparent and totally professional. In a world where jargon can be commonplace, Rob uses language that is understood by his clients and that is so important when making important decisions.

E Aindow

Why Choose Us

Bespoke Presentations

Our popular ‘Five Pillars of Financial Planning’ programme can be tailored to reflect your unique workforce and to covering your death in service benefits, sick pay arrangements and pension schemes.

Experienced Presenters

We are experienced at delivering these presentations to a diverse audience, across different age ranges and life cycles. Each of our presenters has over 15 years’ experience in financial services.

Independent Specialists

Celtic Financial Planning Ltd are Independent Financial Advisers based in North Wales. We are not tied to any provider or bank and can advise on a wide range of financial planning areas.

Delegate Workbooks

Branded delegate workbooks can also be produced to provide further engagement during presentations and a useful post-event resource.

Web Portal

We provide a branded, private web portal where presentations can be accessed, further information provided and useful links offered.

No Selling

We sell nothing during our presentations. Based in North Wales and providing a service across the UK, we offer a true ‘hands off’ approach.

Staff Benefits

More than 8 in 10 employees feel anxious over their personal finances, with 1.4 million Britons taking time off work in the past 12 months as they struggle to cope. A recent study from AXA PPP healthcare reveals 24.6 million employees feel some degree of anxiety over their financial position, and more than 10 million admit their financial worries are affecting their performance.

7 in 10 admit they spend time at work worrying about their finances, with almost a third (31%) spending up to 15 minutes thinking about the problem. More than 10 million (35%) believe financial concerns are preventing them from performing at their best.

  • Access to our independent experts
  • Proven to help with mental wellbeing
  • A safe environment to discuss topics
  • Post-event support with our web portal
  • Opportunity to ask questions in our Q&A’s
  • Learn new topics

Typical Topics Discussed

Budgeting

80%

Retirement Planning

75%

Mortgages and Liabilities

63%

Wills & Trusts

50%

Protection Planning

38%

Money Matters

Practical tips, insights, and updates to help you make confident financial decisions.

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Frequently Asked Questions

Financial wellbeing workshops are structured sessions designed to help employees better understand their finances, improve confidence and make informed decisions.

They cover key areas such as budgeting, pensions, mortgages and financial planning, giving employees practical knowledge they can apply immediately.

Many studies show financial stress is one of the leading causes of anxiety and distraction at work. Supporting employees with their finances can improve focus, reduce absenteeism and contribute positively to overall wellbeing.

For employers, this can lead to a more engaged, productive and resilient workforce.

Our workshops are flexible and tailored to your workforce. Common topics include budgeting, saving, mortgages, pensions, retirement planning and estate planning.

We adapt the content based on the demographics and needs of your employees, ensuring it is relevant and engaging.

We offer both in person and digital sessions, depending on what works best for your organisation. Our online workshops use high quality, interactive formats to ensure employees remain engaged.

This flexibility allows us to support businesses across the UK, regardless of location.

Providing financial education demonstrates a clear commitment to employee wellbeing. It can help reduce financial stress, improve engagement and support staff retention.

It also positions your organisation as one that genuinely invests in its people, which can be valuable for both recruitment and long term culture.

Can we help?

If you’d like to discuss your financial planning, explore how we can support your goals, or make a general enquiry, we’d be happy to hear from you — simply complete the form or use the contact details below.

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General Enquiries:

01352 390 121

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