James Beattie

Investment Operations Supervisor at WEALTH at work - Liverpool, Merseyside, UK

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Location
Liverpool, England, United Kingdom
Company
WEALTH at work
James Beattie's Company Details
WEALTH at work logo, WEALTH at work contact details

WEALTH at work

Liverpool, Merseyside, UK • 250 - 499 Employees
Financial Services

WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, we work with hundreds of organisations across both the private and public sector by offering financial education, guidance and regulated financial advice.Our financial education and guidance services are delivered on a bespoke basis and can be specifically designed to help the entire workforce make informed decisions about their finances to support their financial wellbeing, covering everything from debt and money management through to optimising employer sponsored benefits and retirement income options.This can be delivered face-to-face or online and utilises digital nudge technology to encourage employee engagement and participation. Support is also provided through the creation of digital content such as webcasts, animations and interactive tools including the Financial Healthcheck. All our interactions are measured and can be benchmarked against the industry standard to fully understand the impact. As specialists in our field, we continue to enjoy exceptionally strong momentum and are recognised as one of the UK's fastest growing companies by the London Stock Exchange.

Financial Education Advisory Services Investment Planning Pension Planning Retirement Income Flexible Savings Platform Retirement Income Options Service Workplace SIPP Workplace ISA Guidance Pension Freedoms Financial Education Advisory Services Investment Planning Pension Planning Retirement Income Flexible Savings Platform Retirement Income Options Service Workplace SIPP Workplace ISA Guidance Pension Freedoms Financial Education Advisory Services Investment Planning Pension Planning Retirement Income Flexible Savings Platform Retirement Income Options Service Workplace SIPP Workplace ISA Guidance Pension Freedoms regulated financial advice financial guidance
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Frequently Asked Questions about James Beattie
James Beattie currently works for WEALTH at work.
James Beattie's role at WEALTH at work is Investment Operations Supervisor.
James Beattie's email address is ***@wealthatwork.co.uk. To view James Beattie's full email address, please signup to ConnectPlex.
James Beattie works in the Financial Services industry.
James Beattie's colleagues at WEALTH at work are Dan Halford, Beth Rushton-Woods, Richard Parnell, Cara Breen, Liam Bell, Jill McGuire, Dave Williams and others.
James Beattie's phone number is
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