JW
Jonathan Watts-Lay
Director at Wealth At Work
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Work Experience
Director
Aug 2009 - Present · 15 years and 4 months
jpmorgan invest
Sales And Marketing Director
Apr 2002 - Jul 2009 · 7 years and 3 months
net in a nutshell
Marketing And Commercial Director
Apr 2001 - Apr 2002 · 1 years
Company Details
51-200 Employees
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.
Year Founded
2005
Social Media
Linkedin
Industry
Financial Services
HQ Location
WEALTH at work 5 St Paul's Square Liverpool, Merseyside L3 9SJ, GB
Keywords
Financial EducationInvestment PlanningPension PlanningRetirement IncomeFlexible Savings PlatformRetirement Income Options ServiceWorkplace SIPPWorkplace ISAPension Freedomsregulated financial advice
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