How we’ve helped others

We have been helping organisations to improve their financial health practices and become more financially inclusive for over ten years. Our training, consultancy and evaluation services bring financial health advice and expertise into all types of organisations helping to build capacity and promote good financial health practices with staff at all levels of the organisation.

We help all types of organisations including:

  • Social housing providers
  • Financial services providers
  • Local Government
  • Advice delivery agencies

Our consultancy services help social housing providers and local authorities to audit their policies and procedures and identify where improvements could be made through our Financial Inclusion Health Check for Organisations (FIHCO). Many financial services providers have found using our consultants to be beneficial when developing better financial inclusion strategies.

Our training services help social housing providers, charities, and other frontline agencies to support service users directly with financial capability skills. Additionally, we use our deep understanding of financial health to help organisations assess service user needs and make referrals to internal and external services more effectively. Our collaborative and flexible approach means that we can help all different types of organisations to create solutions that work best for them.

Read how we helped Brighton and Hove Council

Read how we helped the National Housing Association

Read how we helped L&Q Housing Trust

Find out more about our training and consultancy