Financial Wellbeing 

Working towards building a stronger financial future with Finley

Get smart about your finances 

Your own virtual financial assistant to help you understand how to improve your financial wellbeing 

What we offer

Financial Wellbeing

Let Finley take you through a free financial wellbeing programme . Learn the basics of how to improve your overall financial welbeing and literacy. Be in control of your finances, learn at your own pace, in your own time.

Health Check & Tools

We've partnered with FindPensionAdvice.com.   Answer some simple questions through our free Financial Health Check, and get a better understanding of your financial wellness. 

Access Expert Advice

Need more help, get advice on FindPensionAdvice.com to help you receive expert financial advice. Receive a complementary meeting via secure video chat or phone, to discuss your financial needs.

Want to offer a Free
Financial wellbeing programme
to your employees?

Get in touch below:

How it works

Talk to Finley AI

To get started just say "Ok Google talk to Finley AI" or "Ok Google talk to Financial Helper" on any Google Assistant enabled device (including Mobile, Tablet, Google Smart Speaker". If you don't have Google Assistant Installed you can download below.

Ask to Plan with Finley

To access the financial wellbeing programme, just say or type "Plan with Finley". Finley will take you through the basics of getting smart with your finances. You can ask Finley questions to receive tips and guidance to help you improve your financial wellbeing.

Access Tools & Advice

Help at hand to improve your financial wellbeing from online tools to help you get a better understanding or your circumstances. To receiving a complementary meeting with an regulated financial adviser, via phone or secure video chat.

Want to speak with a financial adviser?

Want Finley to help you find a financial adviser for a complementary meeting to discuss your situation? click below

Download Google Assistant