Guy has 15 years’ experience working in financial planning…
…with small to medium sized businesses and the business’ owners. This holistic approach focuses on the business and the individual, putting their goals into the context of what’s important now and in the future.
Guy is also passionate about financial education and enjoys explaining the important aspects of a financial plan to the workforce so that they can feel empowered – whether they are in the earlier stages of their working life or thinking about drawing income.
Guy has a unique approach in explaining financial concepts with sketches and seeks to make the complicated simple! Showing employers how they could fund their employee benefits without it costing them a penny!
How did the business get started?
In a nutshell, a chance meeting between a wealth manager and an employee benefits consultant revealed shared values in ensuring that clients are at the centre everything we do. We really value our client relationships and in the current employee benefits market, which is seeing consolidation of advisory firms, you get the feeling that sometimes the client relationship might be more of an afterthought.
The chance meeting has led to the founding of The Benefits Lab, a trading style of Citygate Financial Planning and a one-stop consultancy to support all employee benefits requirements.
How would I start the process of working with The Benefits Lab?
It all starts with a chat, on the phone, online or face-to-face – we are flexible.
We are friendly, approachable, experienced and knowledgeable. We think our product range helps us provide support as a “one-stop” consultancy.
We consult with employers to support them in finding the right benefits formula for their organisation thereby helping recruitment, retention, employee motivation and engaging the workforce.
We try and identify any workforce issues the organisation is experiencing and suggest solutions based on the employee demographic and a whole of market approach to sourcing benefits. Sometimes it’s just a case of helping an employer more effectively promote existing benefits to drive up knowledge and usage.
Where possible we’ll try and agree a success metric with the employer to help validate the return on investment.