WEALTH at work
Jeff Saw has a vast experience in the financial services industry, with a focus on technical services, training, and development. Jeff has held various leadership roles in companies such as WEALTH at work, Sense Network, 2plan wealth management Ltd, IFA Tutor, and Standard Life. Jeff has demonstrated expertise in creating and developing teams, providing technical research and support, and implementing successful training strategies. Throughout their career, Jeff has been instrumental in improving efficiency, increasing online user engagement, and providing top-notch technical support to financial advisers and staff. Jeff's extensive experience and skills make him a valuable asset in the financial services sector.
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WEALTH at work
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WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.