Employee Benefit Rewards
Own or work in a local business?
We provide the owners and employees of local businesses a FREE Employee Benefits Scheme.
We Support Local Businesses
Employee benefit offerings are a key component of a company's compensation package, designed to attract, retain, and motivate employees. By providing additional perks, employers demonstrate a commitment to their workforce's well-being and work-life balance. Well-structured employee benefit programs can improve job satisfaction, boost morale, and enhance overall productivity, while also supporting your organisations ability to remain competitive in the job market.
Valuable
Professional services and expert advice, via phone, Zoom or face to face at your convenience. For everyone in your business.
No Cost
When your company signs up to our Employee Benefits Scheme, you, your business and employees can enjoy cost free professional services.
Effective
We offer a wide range of advisory services for individuals, families and businesses.
Your employees are in good hands...
Here’s what your employees will benefit from...
Free Remortgage
Advice & Service
- Fee FREE service for employees
- We will waive our typical £499 fee
- Access to 1000s of mortgage products
- Comprehensive range of lenders
Complimentary
Will Writing Service
- FREE will writing service
- Standard single wills
- Will writing for couples
No Cost
Protection Health Check
- Insurance protection advice
- Life cover
- Income protection
- Critical illness cover
- Health cover and trusts
Cost Free
Mortgage Helpline
- 364 days a year
- Phone, Zoom or face-to-face
- Expert guidance and information
Interested in our Employee Benefits Scheme?
Simply complete this form and our employee benefits adviser will be in touch.
Find out more about the scheme benefits
Free Remortgage Advice & Service
We have access to 1000s of products, from a comprehensive range of lenders. Our typical fee is £499 on application, waived for employees of the scheme.
Our free remortgage advice service offers expert guidance to individuals seeking the best mortgage options without any broker fee or obligations. Our services help consumers navigate the often complex mortgage landscape.
Our Mortgage Advisers assess your financial situation, explain different types of mortgages, compare rates, and offer tailored advice to ensure you make an informed decision that aligns with your budget and long-term goals. We provide this support at no cost waiving our standard £499 broker fee, these services enable homeowners to make confident, well-informed choices, potentially saving time, money, and stress throughout the mortgage process.
Whether you’re looking to find a new product, raise capital for home improvements or debt consolidation or change the terms of your mortgage, we are here to help.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Complimentary Will Writing Service
We cover the cost of a standard single or two mirror wills, usual price £80 for single and £130 for mirror wills.
Writing a will is essential for ensuring that your wishes are carried out after your death. It allows you to specify how your assets, such as property, savings, and personal belongings, should be distributed among your loved ones.
Without a will, the state may decide how your estate is divided, which may not align with your preferences.
A will also provides clarity and reduces potential conflicts among family members, helping to avoid lengthy legal battles. Additionally, a will enables you to appoint guardians for minor children and name executors to manage your estate, ensuring your affairs are handled according to your wishes. Overall, writing a will gives you peace of mind that your legacy will be protected, and your loved ones will be cared for in the way you intended.
Our complimentary Will writing service can be individual or for couples. Fortune Financial work with a third party company My Last Will who offer a digital process throughout. Wills, and trusts are not regulated products, and we are not authorised through PRIMIS Mortgage Network to provide advice in these areas, however we can refer you to a third party.
No Cost Protection Health Check
Insurance protection advice for life cover, income protection, critical illness cover, health cover and trusts.
An insurance health check is a review of your current insurance policies, conducted by our specialist protection advisers, to ensure that your coverage is adequate and up-to-date with your needs. During the check, our adviser will assess your existing health insurance, life insurance, or other relevant policies to identify any gaps, overlaps, or potential savings. This process may include evaluating your coverage limits, premiums, exclusions, and whether your circumstance, such as family changes, health status, or lifestyle, warrant adjustments.
The goal is to help you make informed decisions about your insurance, ensuring you’re not overpaying for unnecessary coverage or underinsured in areas that matter most to you. It’s a proactive way to ensure your insurance aligns with your current and future needs.
Cost Free Mortgage Helpline
364 days a year (we don’t work Christmas day).
Our mortgage advice helpline is a dedicated phone, Zoom or Face-to-Face service that provides expert guidance and information to individuals seeking advice about mortgages.
Our helpline offers support on a wide range of mortgage-related topics. This might include helping you understand mortgage types (such as fixed-rate, variable-rate, or interest-only mortgages), answering questions about eligibility or application processes, explaining different lending criteria, or offering advice on areas such as remortgaging, home mover mortgages and buy-to-Let mortgages.
Our mortgage advice helpline is particularly useful for first-time homebuyers, those looking to remortgage, or anyone who feels uncertain about the mortgage market. Our helpline advice is free and aims to simplify the complex decisions involved in obtaining or managing a mortgage, ensuring that customers make informed, confident choices.