The importance of employee financial wellbeing

Money is the biggest cause of stress in the UK

The worsening cost of living crisis and impending pensions crisis are cause for concern for many.

Attract and retain the best talent

Offering a financial wellbeing service can help you to remain competitive and retain your best talent.

Boost employee productivity and focus

Surveys show that three-quarters of the UK workforce worry about their finances once a week.

The Gary Walker Wealth Management Financial Education Programme aims to help you support the mental wellbeing of your employees by helping them understand their own financial circumstances and empowering them to make informed decisions about their finances.

Our Financial Education Programme can dovetail with your longer-term employee wellbeing initiatives or be presented as a standalone project. The core workshop programme engages your employees and allows them time to relate to their own situation by considering four life and career stages. Our workshops are delivered by accredited St. James’s Place representatives; all are experts in this field and engaging presenters, so you can be assured that the sessions will be both stimulating and effective.

All our workshops are complimentary and are delivered by our local financial education experts.

Arrange a call to learn more

Our financial advisers

Shona MacAskill

Chartered Financial Planner

Shona has over 30 years’ experience in the financial and banking sector, including within management and advisory roles, and has been with Gary walker Wealth Management since 2013.

Jonathan Hollick

Financial Adviser

Jonathan joined Gary Walker Wealth Management at the beginning of 2022, having graduated from the St. James's Place Academy and becoming a qualified Financial Adviser.

Alex Gerard

Financial Adviser

Alex joined Gary Walker Wealth Management in 2021 and subsequently graduated from the St. James's Place Academy at the end of the year as a qualified Financial Adviser.

Sally Bryant

Financial Adviser

Sally is passionate about providing holistic financial advice to individuals seeking to protect their financial future. She joined Gary Walker Wealth Management in 2021. 

Paul Leahy

Client Service Manager

Paul joined the team in August 2022, with over 15 years’ experience in retail banking in different roles such as Business Manager, Mortgage Manager and Branch Manager.

Hollie Stephen

Financial Education Specialist

Hollie joined the company at the beginning of 2023, taking on the unique role of Financial Education Specialist and has 5 years’ experience as a secondary school teacher.

Get in touch

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Gary Walker Wealth Management Limited is registered in Scotland, Number SC325490. Registered Office: 66 Queen's Road, Aberdeen, AB15 4YE.

Please note that the value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.