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Evelyn Partners has announced that asset and wealth management consultancy firm Liqueo has adopted its employee financial wellbeing service, Evelyn Partners Moneyhealth.
The service will give Liqueo employees access to a “state-of-the-art” digital platform with built-in financial coaching by qualified professionals.
Evelyn Partners Moneyhealth is said to provide staff with the ability to take control of their personal finances by “benefitting from extensive guidance” on saving, budgeting, debt, credit scores, tax, mortgages, financial planning, investing and more.
In addition, senior managers with more complex financial affairs can use Evelyn Partners’ executive consulting service, gaining access to expertise in wealth management, financial planning and tax with the option to sign up for formal, ongoing advice.
Evelyn Partners said employees who use the service can also access a bespoke programme of financial wellbeing workshops run by practitioners with guides, webinars and in-person seminars covering a range of key topics.
Samantha Wilson, financial controller at Liqueo, said: “Financial wellbeing is becoming increasingly important in today’s society and when Evelyn offered a service that would help us to reduce stress and enhance employee experience and engagement, we thought what a fantastic idea.
“We are excited to launch this additional benefit to our employees and hope it increases knowledge to make informed financial decisions and understand when and how to seek advice.”
Tom Shave, partner at Evelyn Partners, added: “Following the launch of Evelyn Partners Moneyhealth, we have seen considerable interest in the service from forward-thinking firms. We are delighted to welcome Liqueo as a cornerstone client for the service and look forward to supporting their UK staff with getting the most from their personal finances.”
