Looking for mortgage advice? We offer all clients a no-cost and no obligation first meeting at our office, your home or using video conferencing technology!
At Financial Fortress, we maintain the highest levels of service and guarantee no jargon! No long wait times on the phone and easy to reach named & dedicated advisers!
A review with us will ensure you fully understand your plans, maximise your savings & the investments. We are obsessed with ensuring you a successful & secure future.
Supporting your people. Strengthening your benefits.
Financial wellbeing means different things to different people. An employee might be worrying about rising living costs, struggling to understand their pension, saving for their first home or wondering whether they’re financially prepared for retirement.
As an employer, you want to offer meaningful benefits that support your workforce, complement your wider reward strategy and help employees feel more confident about their finances.
Financial Fortress works with employers to explore practical, personalised financial wellbeing support and employee benefits that reflect the needs of their people and their business.
Employee Benefits that support real life
Buying or Moving Home
Explore mortgage options and make informed decisions when buying a home or moving up the property ladder.
Building Financial Security
Make informed choices about investments, wealth management and long-term financial planning.
Planning for the Future
Put the right wills and estate planning arrangements in place to protect loved ones and provide peace of mind.
Planning for Retirement
Understand pension options, explore your retirement goals and plan ahead for a more financially secure future.
Protecting What Matters
Explore ways to protect income, family and financial wellbeing against life’s unexpected events.
How we can support your workforce
1:1 Personalised Advice
Give employees the opportunity to discuss their own circumstances, goals and financial questions with an adviser in a private setting.
Onsite Financial Education
Practical, jargon-free sessions covering relevant topics such as budgeting, pensions, mortgages, protection and planning for retirement.
Webinars & Flexible Learning
Reach hybrid, remote and multi-site teams with accessible online sessions tailored to your employees’ needs.
Employee Benefits For
Your Business & Your People
A well-designed employee benefits package can help you attract and retain talent, support your employees’ wellbeing and provide valuable financial protection when it matters most.
At Financial Fortress, we take the time to understand your business, your people and your existing arrangements, helping you explore the right options to support your workforce and complement your wider employee benefits strategy.
GROUP PENSIONS
Helping you explore workplace pension arrangements that support your employees’ long-term financial future.
GROUP DEATH IN SERVICE
Providing a lump-sum benefit for employees’ nominated beneficiaries, subject to the policy terms.
GROUP MEDICAL INSURANCE
Exploring private medical cover to support access to eligible healthcare for your employees.
PERSONALISED ADVICE FOR YOUR PEOPLE
Opportunities for Tax Efficiency
The way employee benefits are structured can create valuable opportunities for both employers and employees.
Financial Fortress can review your existing arrangements, explain the options available and help you explore ways to make your employee benefits package work harder for your business and your people.
£500 QUALIFYING PENSIONS ADVICE
Potential Income Tax exemption for up to £500 of qualifying pensions advice per employee, per tax year, subject to HMRC conditions.
POTENTIAL EMPLOYER NI SAVINGS
Depending on how workplace pension contributions are arranged, there may be opportunities to reduce employer National Insurance costs.
GROUP BENEFITS & EMPLOYEE PROTECTION
Group pensions, death-in-service cover and private medical insurance to support employee wellbeing and provide valuable financial protection.
A flexible approach, built around your business
Whether you’re reviewing an existing benefits package, introducing financial wellbeing support or looking for ways to help employees engage more confidently with their finances, we can start by understanding your priorities.
- Understand your needs. We discuss your organisation, workforce and current arrangements.
- Explore your options. We consider relevant benefits, education and advice opportunities.
- Agree a practical approach. We help you explore a suitable way forward for your business and your people.
Let’s start a conversation
Looking to review your employee benefits or introduce financial wellbeing support for your team?
Tell us a little about your organisation and what you’re looking to achieve. A member of the Financial Fortress team will be in touch to discuss the next steps.