Who we are

We are here to make finance that little bit less daunting.

We are a trusted and recognised provider of financial education. We support organisations in improving the financial wellness and overall wellbeing of their employees.

Our Wellbeing programme is at the forefront of leading cultural change within organisations.

We provide companies with bespoke Financial Wellbeing programmes for employees at all career stages.

Our programmes are designed to be part of your long-term wellbeing strategy and employee value proposition.

We support employees on their financial education journey through a series of seminars and 121 consultations.

“We have a diverse workforce with wide range of backgrounds and experience. As part of our employee wellbeing strategy, we specifically asked Morrinson Wealth Wellbeing to support us in improving the financial education of our staff. The aim of the seminar to ensure that our employees had a good awareness of how financial planning typically works, coupled with a sound overview of our internal benefits offering.”

Ian Wall, HR director at EXL

“Our employees have positively embraced this seminar and a significant number have taken up the opportunity to have personal financial reviews. We have also seen much greater engagement in our benefits offering since the event.”

Ian Wall, HR director at EXL

“They build trust-backed relationships, which has helped me immensely in adding value to my overall wealth as well as protecting my assets in the future.”

MD, Accenture UK plc

“They carefully gauge my financial needs and then walk me through the planning in order to fit my personal and family investment objectives on a bespoke basis.”

Partner, Deloitte LLP

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