EMPLOYEE FINANCIAL WELLBEING
WILLS
WEALTH
MORTGAGES
Financial Peace of Mind Starts at Work
We partner with businesses to support their teams with expert advice on mortgages, wealth, wills, and everyday financial wellbeing. Because when your people feel secure, they perform at their best.
The Will
Place
The easy-to-use Will Writing tool is designed to guide you through the process at your own pace. Whether you’re looking to create your first will or update an existing one, our tool ensures that you cover all the key areas necessary to safeguard your assets and loved ones. Key features include:
Professional Support: Get expert advice when needed for complex situations.
Secure Storage: Your will is safely stored in your account, ready to update anytime.
Quick and Convenient: Complete your will online with ease and confidence.
Take control of your future with confidence. Whether you’re in England or Wales, The Will Place is here to help you every step of the way. Let’s make sure your will is clear, comprehensive, and legally sound.
SEEKER FINANCIAL
& OAKWOOD CAPITAL
Oakwood Capital and Seeker Financial Planning are preferred financial planning services of Mortgage Advice Bureau, formed to ensure that our clients can access friendly and professional advice, that enables them to grow their investments, protect what they have and draw an income in retirement, along with a full range of associated services.
Their purpose is ensuring their client’s get the right financial planning advice for them, by providing a friendly and professional service that help’s our client achieve their financial goals over the long term. Financial planning is all about understanding the clients, helping them set their financial goals and review these regularly.
THE MORTGAGE
ADVICE BUREAU
With more than 2,000 advisers across the UK, The Mortgage Advice Bureau offer expert mortgage advice on a local, regional and national level to UK consumers, both face-to-face and over the phone. Our advisers can search 12,000 mortgages from over 90 lenders, including many that aren’t available on the high street or are exclusive to the MAB.
The expert advice the MAB offer, combined with their volume of mortgages, places them in a very strong position to ensure that customers have access to the latest deals available and receive a first-class service.
The MAB handle more than £16 billion of loans annually, and were the first – and are currently the only – mortgage intermediary to have floated on the London Stock Exchange, having joined the Alternative Investment Market (AIM) in November 2014.
WHY DOES EMPLOYEE FINANCIAL WELLBEING MATTER?
Financial worries are the number one cause of stress in the UK and that stress doesn’t stay at home. It affects focus, morale, productivity, and even long-term retention.
By giving your team access to trusted financial guidance, from mortgages and wills to wealth planning, you’re not just supporting their personal lives, you’re investing in a healthier, more resilient workplace.
Join today, and support your employee financial wellbeing.
8 in 10 UK employees admit to worrying about their financial situation.
Financial stress costs UK businesses billions in lost productivity each year.
Employees who feel financially supported are 2x more likely to stay in their roles.
The Founders
Gareth Love - Founder
Rob Brookes - Founder
Sean Coleman - Founder
Colin Gill - Co-Founder The Will Place
Director and Will Writer at the Will Place. Director of Vestura Group and The Contractor Compliance Portal.