FTSE 100 Financial Services organisation, St. James’s Place, has worked with us since 2020 on a truly strategic collaboration. 

Together, through our Financial Wellbeing Course, we bring vital financial guidance to veterans and their families who need it, remove barriers to accessing our expertise and ensure veterans who were impacted through their service have the systems around them to thrive.

St James’s Place worked with us to co-produce our Financial Wellbeing Course as part of our Recovery College, and ensure the rollout of our Veterans Moving Forward course to NHS Recovery Colleges.  

Through continued promotion and delivery of our courses, and with more people recognising the benefits the course has had on their peers, we aim to dispel any embarrassment in needing support to enhance financial wellbeing. 

The course has changed my whole approach to money. I now have confidence to budget and examine my expenditure. 

Veteran

Financial Wellbeing Course

Our colleagues at St. James's Place provide their financial expertise in delivering the Financial Wellbeing Course alongside our Recovery College Team, as well as co-producing our self-guided materials. This includes producing a film on financial tips for Afghan personal who worked alongside our Forces.  Additionally, they have extended their support to Team Help for Heroes with financial awareness and advice sessions. 

St James's Place
We’re incredibly proud that our partnership with St James’s Place was recognised as a finalist in the 2023 Soldiering On Awards. - Help for Heroes

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We’re incredibly proud to continue our work with Help for Heroes to enhance the Financial Wellbeing of our veterans. It’s a critical area of need that often goes unnoticed and our Partnership with the charity is a vital part of our strategy as a responsible business. The benefit to businesses is so great (for getting involved with charities), it is interesting that it is not more utilised. When a business person takes time out to be involved with a charity, new skills are learnt."

Jonny Hill

Director – Partnership Support, St James’s Place

We are proud to partner with St. James's Place. Tobias Colton from St. James's Place, and a veteran himself, told us, "Having worked in financial services for 10 years, it is clear that as country we don’t provide sufficient education around the world of finance. No one teaches us about mortgages, credit cards, pensions, bank accounts etc. or how to manage our money, which results in a big divide between those who have money and those who don’t.  

I joined the Submarine Service at age 18 with 3 meals a day and a roof over my head and after leaving I realised that I could have used my money much more productively. It is a shock when you leave the forces having to budget for things which weren’t an issue before. Financial wellbeing is so important even if we don’t want to admit it, and can create significant levels of stress, on top of everything else life throws at us!  

As such I wanted to help out however I could and I’m so glad I did. I’ve helped facilitate a couple of financial well-being courses with the excellent facilitators from Help for Heroes and the feedback has been amazing. Seeing the groups come together and support one another in a safe and welcoming environment is really rewarding and seeing their confidence grow (myself included) hopefully means attendees are armed with the knowledge to improve their own financial position and feel more comfortable talking about and managing money." 

St. James's Place, a FTSE 100 Financial Services organisation, began trading in 1992 and is now a leading wealth management business, offering products and services in many areas including finance, risk and compliance, research and development, investment management, technology and legal and marketing.

Based in the Cotswolds, St. James's Place also has 22 UK office locations and premises in Dublin, Hong Kong, Singapore and Shanghai.