Building Personal, Professional & Financial Wellbeing

Tuesday, 7th July 2020 from 15:00 to 15:45
Online Event
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Building Personal, Professional & Financial…

 Show Interest
  Email Organiser

Building Personal, Professional & Financial Wellbeing


Phil Stoker, Associate Partner of St. James’s Place Wealth Management, together with Karen Amos of BrightBird Coaching & Training, are pleased to bring you a short COMPLIMENTARY webinar.

In this friendly, practical webinar, Karen and Phil will give you advice, tips and strategies to improve the personal, professional and financial wellbeing and resilience of you and your employees.

Who should attend?

These sessions are aimed at HR and Finance Directors and senior managers working in the business sector who would like to help themselves and their employees through these uncertain times.

What to expect?

Sessions will last 40 minutes. 

The format of the sessions will be as follows:

  1. Introductions and overview of session
  2. Karen Amos – BrightBird Coaching & Training

Tips and new approaches to build personal and professional wellbeing and resilience.


  • The 5 Dimensions of Resilience
  • Managing the effects of stress – the need to be proactive
  • Getting to the root cause of stress – using the 5 Why’s model
  • A new approach to work-life balance
  • Top tips for avoiding overwhelm


  1. Phil Stoker – Associate Partner, of St. James’s Place Wealth Management.

Financial Wellbeing:

  • Employee wellbeing, a growing awareness
  • Employee financial wellbeing is a key issue
  • The financial impact
  • Our approach to financial wellbeing


  1. Q&A’s


Why attend our COMPLIMENTARY Webinar?

Businesses, Managers and Teams are required to find new ways of working amidst an ever-changing political, social and financial backdrop.  The negative effects of stress are experienced throughout teams in businesses of all sizes, no matter what role the person undertakes. 

There are pressures of increased workload, fewer resources and uncertainty that affect businesses and employees every day. These frequently result in high staff turnover, lack of productivity and mental health and wellbeing problems. There were an estimated 12.75 million working days lost due to stress, anxiety or depression in 2018-19, with an average of 21 working days lost per case.1

Research has shown that only 43%2 of employees say they usually have anything left over at the end of the month and 59%3 of employees cite financial matters as their primary cause of stress.  Stress at work: 25%1 of employees have lost sleep over money worries. Financial education can help your company and your employees.

Our Build Personal, Professional and Financial Wellbeing webinars will give you:

  • Strategies for building a positive, solution-focused mindset
  • Practical tools to recognise and overcome stress and build personal resilience
  • Tips to avoid overwhelm and build a better work-life balance
  • Understanding of why Financial Education can help



7th July 2020 at 15.00 hrs

16th July 2020 at 10.00 hrs


40 minutes


Zoom Webinar



Book: Call 07792 679322

If you have any questions, please contact:

Phil Stoker – 07792 679322

Karen Amos – BrightBird – 07714 855757

  1. HSE.gov.uk. (2020). Work-related stress, anxiety or depression statistics in Great Britain, 2019. [Online]. 
  2. Fincap.org.uk. (2018).Money worries are the biggest cause of stress for employees in the UK. Sample 23 UK organisations, [online] Available at: 
  3. PWC. ‘Employee Financial Wellness Survey’. (2019). 8th ed. Sample 1,686, [ebook] United States. p.18. 

Philip Stoker is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website.  The title ‘Partner’ is the marketing term used to describe St. James’s Place representatives.

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Enquiry For Building Personal, Professional & Financial Wellbeing

Philip Stoker - Wealth Manager Telephone: 07792 679322 Website: www.sjpp.co.uk/philipstoker About: My expertise covers the broad spectrum of financial planning and will help you and your business. For more information contact me on 07792 679322 or 0113 244 4054 or visit my website at…

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