

My financial
wellbeing matters...
At My Money Matters, we understand that each financial journey is unique, and we’re here to empower individuals every step of the way.


About us
At My Money Matters, we work in partnership with employers across the NHS, local government, and private sector to deliver tailored financial wellbeing support that meets the needs of diverse workforces.
We understand that each sector faces unique challenges, whether it’s supporting NHS employees navigating complex pension schemes, helping local authority staff prepare for retirement, or equipping private sector teams with flexible, modern financial tools.
That’s why our services are designed to adapt, providing relevant, accessible education, coaching, and benefits that drive real impact across every workplace.
Wherever your organisation sits, we’re here to help your people take control of their financial journey - with confidence, clarity, and care.
Why we do, what we do
At My Money Matters, we understand the importance of workplace financial wellbeing, not only planning for retirement, but what matters in the here and now.
That’s why we pride ourselves on supporting our partners and their employees with a first-class financial wellbeing platform which includes expert education.
Armed with insights from personalised assessments, My Money Matters delivers a curated selection of educational resources, services and products designed specifically for you. Our commitment is to align our offerings with your unique financial profile, ensuring that you receive the most relevant and impactful support on your journey to financial prosperity.
We want to make sure that all employees have access to the tools and resources to make their financial dreams a reality.
To help more employees achieve financial wellbeing, we’re expanding our product offering in the coming months and years; it’s an exciting time for My Money Matters.

Our values
At the heart of everything we do are our core values, which guide us in creating a positive impact for both our clients and employees.
Empathy drives our approach, ensuring that we truly understand the unique challenges and needs of those we serve. We believe that by deeply listening and responding with care, we can foster meaningful relationships and develop solutions that make a real difference.
We are committed to integrity in every aspect of our work. Honesty and transparency are non-negotiable, and we hold ourselves accountable to the highest ethical standards. Inclusivity is essential to our mission - we strive to create a space where every individual feels valued and heard, embracing diversity in all its forms to build a richer, more vibrant community.
Resilience is key to our success. We believe in the power of perseverance, adapting to change and overcoming obstacles with a positive mindset. Finally, we are fuelled by innovation. We constantly seek new and creative ways to improve, evolve, and stay ahead in an ever-changing world, ensuring that we deliver forward-thinking solutions to meet the needs of our clients and team.
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the My Money Matters values

Empathy
We seek to understand

Integrity
We share the good and the bad

Inclusivity
Be yourself, trust your own intuition

Resilience
It’s okay to get it wrong, just make sure you get back up

Innovators
Think outside the box and connect the dots
Your money matters...
…and so does your financial wellbeing. Join us on this journey towards prosperity and let us help you achieve your financial goals.