USA Thatcham Research adopts Evelyn Partners Moneyhealth financial wellbeing service
Evelyn Partners, the UK’s leading integrated wealth management and professional services group, is pleased to announce that automotive risk intelligence company Thatcham Research has signed up for its employee financial wellbeing service, Evelyn Partners Moneyhealth.
Thatcham Research adopts Evelyn Partners Moneyhealth financial wellbeing service
Evelyn Partners, the UK’s leading integrated wealth management and professional services group, is pleased to announce that automotive risk intelligence company Thatcham Research has signed up for its employee financial wellbeing service, Evelyn Partners Moneyhealth.
Adopting Evelyn Partners Moneyhealth service will give Thatcham Research’s 259 employees access to a state-of-the-art digital platform with built-in financial coaching by qualified professionals. Evelyn Partners Moneyhealth provides staff at all income levels the ability to take control of their personal finances by benefitting from extensive guidance on saving, budgeting, debt, credit scores, tax, mortgages, financial planning, investing and more.
In addition, as part of the Moneyhealth service, senior managers with more complex financial affairs can tap into Evelyn Partners’ executive consulting service, gaining access to extensive expertise in wealth management, financial planning and tax with the option to sign up for formal, ongoing advice.
Furthermore, employees of all income levels can access a bespoke programme of financial wellbeing workshops run by Evelyn Partners’ practitioners with guides, webinars and in-person seminars covering a range of key topics from pensions and protection to budgeting, saving, investing and more.
Automotive risk intelligence company Thatcham Research is dedicated to understanding the opportunities and risks of new vehicle technology and identifying the best strategies for its safe, secure, and sustainable adoption. The independent voice of automotive safety, security, and repair, Thatcham Research works in close partnership with insurers, vehicle manufacturers, technology providers and government, providing rigorous engineering-grade research and data to help minimise uncertainty presented by changes in technology and regulation.
Jacky Manning, HR Manager at Thatcham Research commented: “In the current economic climate we understand that financial wellbeing is a significant factor for our colleagues, with such a range of differing circumstances, we needed to be looking at support wider than just traditional retirement planning. We sought to provide guidance to suit our colleagues throughout various key life events and with day-to-day financial budgeting. The Evelyn Partners Moneyhealth product provided a great platform and having worked with Evelyn Partners for a number of years we have confidence in their products.”
Tom Shave, Partner at Evelyn Partners commented: “We are delighted that Thatcham Research has decided to roll out Evelyn Partners Moneyhealth to its staff. Our team looks forward to giving its employees the appropriate support they need to help them take control of their personal finances.”
ENDS
The value of an investment, and the income from it, may go down as well as up and you may get back less than you originally invested.
Issued by the Evelyn Partners group of companies (the “Group”) which comprises Evelyn Partners Group Limited and any subsidiary of Evelyn Partners Group Limited from time to time.
Evelyn Partners LLP is Regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Evelyn Partners LLP is an independent network member of CLA Global Limited. See https://www.claglobal.com/disclaimer/
Tom Shave is a Partner at Evelyn Partners LLP
© Evelyn Partners Group Limited 2023
About Evelyn Partners
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created following the merger of Tilney and Smith & Williamson in 2020. With £59.1 billion of assets under management (as at 31 December 2023), we are one of the largest UK wealth managers ranked by client assets and the seventh largest accountancy firm by ranked by Group fee income (source: Accountancy Age 50+50 rankings, 2023).
We have a network of offices in 30 towns and cities across the UK, the Republic of Ireland and the Channel Islands. Through our operating companies, we offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our purpose is to ‘place the power of good advice into more hands’, and we are uniquely well-placed to support clients with both their personal financial affairs and their business interests. Our personal wealth management services include financial planning, investment management, personal tax advice and, through Bestinvest, we have a multi award-winning online investment service for self-directed investors. For businesses, our wide range of services includes assurance and accounting, business tax advice, employee benefits, forensics
For further information please visit: www.evelyn.com