Financial Wellbeing for Your Organisation
Financial Wellness Starts Here
Money worries are one of the leading causes of stress in the workplace. They affect productivity, wellbeing and staff retention.
HR leaders who tackle financial wellbeing are not only supporting employees, but they are strengthening their organisation by engaging employees and improving productivity and retention.
Simple, practical financial advice for real life
Most people have questions about money. Whether it’s pensions, saving for a deposit, or just trying to make ends meet, it can feel hard to know where to start.
That’s where we come in.
At Lynx Financial Services, we help employers support their teams with honest, straightforward financial guidance. No lectures. No pressure. Just useful, real-world advice from advisors who get it. Whether you want a once-off session or something more structured, we’ll help you figure out what makes sense for your team.
What We Do
We offer flexible financial wellbeing support to suit your business. Some companies just want help explaining auto-enrolment. Others want a full programme of talks, workshops and clinics. We can work with you to put something together that’s simple to run and valuable to your staff. This might include:
- Staff webinars: On pensions, savings, budgeting, tax basics and more.
- Mortgage Savings: For over 25 years, we’ve helped individuals, couples and families to get mortgage approval and find their new home.
- One-to-one sessions: Private, confidential chats with a financial advisor.
- Auto-enrolment support: Helping your team understand what’s changing in 2026.
- A financial health check across everyday money management, resilience and future planning.
- Practical tips on budgeting, pensions, savings and mortgages.
- Mortgage support from start to finish with access to all major Irish lenders.
- Confidential conversations with qualified advisors, regulated by the Central Bank of Ireland.
We’ll tailor the content based on your team’s needs, age groups and income levels.
Why It Matters
Most people want to do better with money. They just need a bit of support. Offering financial wellbeing at work shows your staff that you’re on their side. It helps people feel more in control, which can lead to better focus, better morale and fewer distractions. You don’t need a massive budget to make an impact. A single conversation can make a real difference to someone’s peace of mind.
How It Works
We make it easy to get going. With our customised offering, you can:
- Book a once-off in person session or webinar.
- Run a series of talks or clinics.
- Build financial wellbeing into your existing staff benefits.
All our sessions are run by regulated financial advisors. We don’t push products or make assumptions. We just explain things clearly and answer questions honestly.
Who We Work With
We support:
- Business owners who want to offer more than salary.
- HR teams preparing for auto-enrolment.
- Employers rolling out pension schemes for the first time.
- Managers who want practical help for staff struggling with money.
Whether you’re a small business or a larger team, we’ll help you find the right approach.
Why work with Lynx Financial Services?
We’ve been advising people on financial matters for decades. We’re regulated by the Central Bank of Ireland and proud members of Brokers Ireland.
You won’t find a hard sell or complicated jargon. We’re here to help people make better decisions about money, one step at a time.
What your business gains
- Improved productivity because money-related stress is a distraction.
- Enhanced employee engagement and loyalty because they feel you’ve invested in their financial wellbeing.
- A cost-effective benefit that supports recruitment and retention.
- A visible commitment to employee wellbeing.
Simple to deliver – Flexible Outcomes
We run introductory sessions in your office or online, followed by regular clinics and workshops. Employees book confidential sessions directly with us. Employers receive anonymised engagement reports so you can measure impact without managing the process.
Next Steps
Financial wellbeing doesn’t need to be flashy. It just needs to be honest, relevant and shared. When it’s done right, it makes a lasting difference. If you want to offer something that’s genuinely useful to your team, financial wellbeing is a good place to start.
Helping You Plan for Today, Tomorrow and the Unexpected
At Lynx Financial Services, we keep things simple. No complicated jargon. Just clear, practical guidance to help you plan your pension, manage your investments and protect your future. You have worked hard to build your future. Now it is time to make the most of it.
With the government’s new My Future Fund auto-enrolment scheme on the way, there has never been a better time to take control of your financial plan.
Because good advice is never one-size-fits-all. It is built around you.
Your financial security is our priority and as a member of Brokers Ireland regulated by the Central Bank of Ireland you can trust that you’re in safe hands. Wherever you are in life, whatever your financial ambitions – we’re here to help.
📩 Get in touch for a no-pressure chat about what might work for your business.
Get Started
Financial wellbeing doesn’t need to be flashy. It just needs to be honest, relevant and shared. When it’s done right, it makes a lasting difference. If you want to offer something that’s genuinely useful to your team, financial wellbeing is a good place to start.