Welcome to the Institute for Financial Wellbeing

We are a non-profit membership organisation working towards shifting the focus of the finance services industry away from selling products and towards the discovery and understanding of what clients actually want from their money by providing a forum for learning, sharing and growing.

The Institute for Financial Wellbeing, or IFW for short, is open to all who wish to better understand their relationship with money. We work with members of the financial advice, financial planning and financial coaching community who want to improve their client’s financial wellbeing by helping them become happier and more fulfilled, not just wealthier. We are also broadening our strategy to deliver financial wellbeing content and insights to all consumers and are currently identifying Partners such as money and mental health charities, HR and Learning & Development practitioners, accountants and solicitors who are interested in joining in the conversation and providing this style of content to their customers. If this sounds like you, get in touch!

The IFW ‘Invest In Wellbeing’ Conference was on 21st May 2024. We’d love to see you at the IFW Conference 2025. Check back for details!


What do we do?


We research the principles of money and happiness. View white papers here.


In development.


We partner with organisations to promote financial wellbeing.


We spread knowledge and create a purposeful community. Find out more about our online and in-person events.

Financial Coaching

Supporting Coaches to empower their clients to gain clarity of their finances. Come to the monthly Forum to find out more.

Workplace Financial Wellbeing

In development.

Get involved

We love to hear from individuals and organisations who would like to get involved.