We support businesses by providing psychologically informed insights into the beliefs, emotions, and relationships associated with money.
For Finance Industry Professionals
For Trustees, Wealth Professionals and Family Offices
We provide a psychologically informed preparation and support service for beneficiaries, families, and professional teams navigating significant wealth events and transitions.
This is an independent behavioural perspective on beneficiary readiness, financial attitudes and the psychological impact of wealth.
We can help with succession planning, wealth transfers, client financial expectations and money attitudes.
BDO's 2026 Wealth Report describes a "trust deficit" between wealthy individuals and their heirs, advisers and other stakeholders, and found that only 30% of UHNW respondents had an active succession plan.
For Business
For Businesses - Taking Care of Your Employees’ Financial Wellbeing
Earning a salary and being paid are only one part of the money relationship between a business and its employees.
Whilst many other parts of an employee’s welfare are addressed and taken care of, money remains a rarely discussed subject.
We help organisations understand and improve the financial behaviours that affect their employees’ financial wellbeing and can provide
1-on-1 sessions
Workshops
Organisational Input
Recent CIPD research found that only 15% of UK organisations surveyed have a formal financial wellbeing policy or strategy, despite the impact financial stress can have on engagement, absence and performance.
In the CIPD's 2025 Good Work Index, 31% of employees said money worries had negatively affected their work performance; even among people earning £60,000+, the figure was 22%.