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WEALTH at work

Email address and contacts

Quick try with Amit Taneja from wealthatwork.co.uk

WEALTH at work company description

WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.

Key Employees

  • Amit Taneja
    Financial Adviser
  • Alex Doyle
    Personal Finance Coach
  • James Nicholson
    Personal Finance Coach

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New team members of WEALTH at work

Joe Caswell
Personal Finance Coach
Ryan Lockley
Personal Finance Coach
Tim Carey
Senior HR Adviser
Jennifer Higgins
Marketing Executive
Ryan Wells
Wealth analyst administration assistant
Sophie Rawson
Marketing Executive
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