Partners — Employers
Mortgage & property financial wellbeing for your people
Lockhart Murphy can partner with employers to provide mortgage education and access to specialist support for employees — from workshops and surgeries to private, confidential consultations.
What we can offer
First-time buyer workshops
Practical, jargon-free sessions on affordability, deposits and the buying process.
Mortgage surgeries
Drop-in slots where staff can ask a real adviser a question, in confidence.
Remortgage & planning sessions
Helping staff understand their options as fixed rates approach expiry.
Private employee consultations
One-to-one advice for staff who want to discuss their own circumstances confidentially.
International employee support
Guidance for relocating or internationally based staff navigating UK mortgages.
Director & professional sessions
Sessions tailored to company directors and senior professionals with complex income.
Privacy comes first
What an employee tells us stays between them and their adviser. We report back to employers only in anonymised, aggregated form — for example, engagement trends and workshop attendance — never individual employee financial information, without a clear lawful and appropriate basis for anything more.
Tell us about your organisation
We’ll follow up to discuss what would suit your team.
Frequently asked questions
Will you see or discuss individual employees' financial details with us?
No. Anything an employee discusses with us is confidential, the same as with any client. We only ever provide the employer with anonymised, aggregated engagement information — for example, how many staff attended a workshop — never individual financial data.
What reporting do we get as the employer?
Aggregated, anonymised information such as the number of employees engaging, workshops delivered and consultations requested. We're deliberately conservative about what we report back, precisely because individual staff privacy matters more than programme reporting.
Is this a cost to us, or to our employees?
Arrangements vary by organisation — we'll discuss what makes sense for your business when we talk. Advice given to your employees remains regulated mortgage and protection advice, given in their interests.
Can this work for a small team, or only large employers?
We work with organisations of different sizes — tell us about your team and we'll suggest a sensible starting point, whether that's a single session or an ongoing programme.