Financial Wellness 1:1 surgery
Duration 30 minutes
Team Staff Development

These sessions can now be booked in Develop




Course overview

Money worries can be one of the single biggest causes of stress, impacting mental health and physical health if left unchecked. Therefore, as part of the wider wellbeing provision for staff, Staff Development are offering financial wellbeing courses facilitated by Nick Davies & Richard Ellis, local independent financial planning practitioners. These 30 minute financial wellness surgeries give staff the chance to discuss any financial issues on a 1:1 basis with a financial planner.

What can be covered (but not limited to)

  • Pensions
  • Tax
  • Mortgages
  • Debt
  • Legal – including Wills and Power of Attorney
  • Health changes and how these may affect finances
  • Job changes and finance
  • Divorce and finance


What to do before you attend: To be prepared for the session, you may want to make a note of your employment benefits, including which pension scheme you are member of, and have a good handle on your assets, liabilities, income and expenditure.

Please add this to your calendar as it will not automatically appear. Please click on the Bookings attachment in your confirmation email and Add to Calendar. 


What you need to know

Location: Your appointment will take place via Zoom unless you request a phone call instead. We will send your Zoom link 2-3 days before your appointment.

Your email and telephone number will be supplied to our external facilitators for the purpose of this appointment and will be deleted afterwards.

Cancellation fee: Your Division/Faculty will incur a £50 charge should you fail to attend on the day or cancel your place any later than three full working days before the course. 

Sickness: If you are unable to attend the course due to sickness, please can you or a member of your team notify us by email (sd-course@bristol.ac.uk) as soon as possible on the day of the course, if not before.

Waiting list: Staff Development will operate a waiting list should this course become full. Because of this, places are non-transferable between colleagues.

How you book

Development courses should be discussed as part of a development plan agreed with your manager.

Financial Wellness 1:1 surgeries will be available each month (apart from August and December). Slots will be allocated on a first-come, first served basis. 


Upcoming dates:
  • Wednesday 12 May, 11am-1:30pm
  • Tuesday 15 June, 2pm-4:30pm
The following dates are not yet open for bookings:
  • Thursday 8 July, 9am-11:30am

Each course will be open for bookings at 9 am on the day 8 weeks prior to the course date. If this date falls on a University closure day, the course will be released on the next working day. 

All surgeries will take place online via Zoom.


Please note that if there are no course dates, we are in the process of planning and will update this page as they are scheduled. For any updates, please refer to our monthly Staff Development bulletins and our Staff Development Yammer group.


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