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Just Wealth host Employee Financial Clinic


Head of Wealth Dave Magee was joined by Wealth Advisor Ben Woodbridge-Stocks to host the first Employee Financial Clinic for staff today at the Spicerhaart Head Office in Colchester, Essex.

Just Wealth dedicated time to employees and extended the invitation to include family members and friends of staff. With the intention to offer an opportunity to address questions about pensions, investments, savings, ISAs and will writing services, the pilot event gained great interest and saw sessions running continually throughout the day.

Attendees were presented with the chance to book in private meetings in advance or to speak in drop-in clinic sessions at their discretion.

Dave Magee pictured with Ben Woodbridge-Stocks (L to R)

Head of Wealth, Dave Magee said “We are available to discuss any individual financial goals, whether that be questions about previous or current pensions or to give insight as to how you could be utilising savings whilst interest rates are high. We are happy to answer any queries about Wills to ensure your estate is protected and your loved ones are cared for in difficult times. This service usually comes with a fee, so it is a fantastic opportunity to benefit from company incentives with our experienced Financial Advisers as a valued Spicerhaart employee”.

A recent internal survey highlighted keen interest from employees to investigate the current Company Benefits- Just Wealth are enthusiastic to provide support and are looking to host additional clinics in light of the success throughout the year, catering to different parts of the UK to encompass all regions in the Spicerhaart Family.

Thank you to Dave Magee, Ben Woodbridge-Stocks and Jodie Andrews for organising and hosting the Employee Financial Clinic.

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