Words on Wealth
visit site- Undisclosed
- Freelancer
- Bath, England
Client Insights
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Highlights from Recent Projects
Words on Wealth was engaged by Floresco Media, a digital marketing agency, to provide financial education workshops for their employees. Their primary objective was to enhance their employees' understanding of their personal finances, pensions, and investing. Words on Wealth ran an in-person workshop introducing pensions and investing followed by a Q&A session. They also designed an ongoing education support plan that included regular refreshers, "ask the expert" sessions, and additional Q&A sessions.
A significant factor in Words on Wealth's selection for this project was their experience and ability to break down complex financial terms into easy-to-understand, jargon-free language. Their proximity to Floresco Media's location also facilitated in-person sessions. The financial education firm's culture was also in line with Floresco Media's, making them a good fit for the project. The project was launched in July 2026 and is currently ongoing.
The project has been well-received by Floresco Media. Their staff is receiving expert and independent financial education through the workshops and Q&A sessions. They have continuous access to financial education with the ongoing support plan that has been structured to suit their needs. The collaboration with Words on Wealth continues to be a success, fulfilling the company's objectives of enhancing team benefits and wellbeing through financial education.