Words on Wealth

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder of Floresco Media, an independent paid media agency based in Bristol and Bath. We help brands grow through multi-channel paid media strategies, digital marketing expertise, and creative campaigns.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Words on Wealth?

We wanted to enhance our team benefits and wellbeing by offering education around personal finances, pensions, investing and financial well-being. We needed help running a pension and investment workshop and providing expert and independent financial education to our team. We also needed ongoing financial education support beyond a one-off session.

SOLUTION

What was the scope of their involvement?

Words on Wealth has run an in-person Pension & Introduction to Investing workshop followed by a Q&A session. The team has also built an ongoing education support plan for our employees. This plan includes regular refreshers, “ask the expert” sessions, and Q&A sessions.

What is the team composition?

We’ve worked with one teammate (Zoë) from Words on Wealth.

How did you come to work with Words on Wealth?

We chose them over other options because of their level of experience, accessibility of their education (all jargon free). They were also close to our geographic location so in-person sessions were possible, had a great culture fit and aligned with our company values.

What is the status of this engagement?

We started working with Words on Wealth in July 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Words on Wealth’s work has improved our team’s well-being and financial well-being. We’ve received qualitative feedback from our team, which has been really positive. Some team members have even gone on to book personal coaching sessions as a follow-up. Overall, the team has found the workshops really valuable.

How did Words on Wealth perform from a project management standpoint?

Words on Wealth has exceeded our expectations. The team delivers on time and is tailored to our needs. We communicate via in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

Zoë has an incredible way of demystifying complex finance topics and breaking them down into simple, clear language free of any jargon. She has really in-depth experience but makes it feel accessible for teams of all levels. I would wholeheartedly recommend her to any other business looking to provide more in-depth insight and financial education to their teams.

Are there any areas they could improve?

I can’t think of anything for Words on Wealth to improve.