Ensuring Your Most Valuable Assets Are Looked After Into the Future
By investing in your employees' financial wellbeing, you're investing in the success of your business. We work with your business to create tailored financial education and advice programs that empower employees to take control of their finances and plan for the future.
Managing personal finances can be difficult for many employees, and often, they may not have the knowledge or resources to make informed decisions. This can result in employees making poor financial choices or missing out on valuable opportunities to grow their wealth.
Employee Financial Planning
Ferris Financial Planning offers workplace financial planning services that can help address these challenges. We can provide personalised advice and support to employees, helping them to understand their financial options and make informed decisions.
We work with employers to design bespoke financial wellness programs that meet the unique needs of their workforce.


Benefits for You and Your Team
Employees can benefit from improved financial knowledge and confidence, which can lead to reduced stress around their day to day and future finances. They may also be able to take advantage of valuable financial opportunities, such as retirement savings plans or investment accounts.
For employers, supporting your employees financial health can also help to improve productivity and engagement, as financial stress can be a significant distraction in the workplace.
Financial Security in Retirement
Plan to ensure that your team has sufficient funds to cover your living expenses and enjoy their retirement years
Tax-Efficient Savings
Pensions are a tax-efficient way to save for retirement, and we can help you structure your employees pensions in a way that benefits them
Tailored Advice and Support
We take the time to understand your teams individual circumstances and goals, providing personalised advice and support

Explore What Makes Us Different
Proactive Guidance & Support
Expertise
Our team posses extensive knowledge in the industry, with years of experience providing tailored financial planning solutions to our clients
Transparent & Empowering
We believe in educating our clients and giving them the knowledge they need to make informed decisions about their finances.
Approachable & Friendly
We understand that financial planning can seem daunting, so we aim to provide a warm and welcoming atmosphere to all our clients.

Get Started On Planning for Your Retirement
Whether you're planning for retirement or looking to invest, Ferris Financial Planning can help you make informed decisions and get the most out of your money. Contact us today to schedule a consultation.