I have worked with many teachers and I understand the financial implications of teachers' chosen career paths, including the teachers’ pension scheme and the impact of the recent changes. Therefore, it is more important now than ever that these changes are clearly understood and the impact of these changes are reviewed and managed to ensure future retirement planning aspirations can be achieved.
I have worked with teachers that are newly qualified and looking for foundation planning that can set them up for a secure financial future or enable them to purchase their first home, to teachers with young families looking to ensure they are fully protected and their financial outlook is secure. Teachers looking to retirement planning now their children have grown up and moved out who want to ensure their wealth is protected and their savings are working for them to teachers approaching retirement and wishing to ensure they have the right financial plans in place to lead to a secure and enjoyable retirement. Some teachers have decided to leave employment and supply teach or have set up as a self-employed educational professional. Others need help due to redundancy or ill health.
Whatever stage of life you may be at, a personal one to one financial review can ensure that your finances are arranged in such a way that they are working towards your future priorities both in the short term and beyond.
I offer my clients a specialised and personal service that is rarely seen in today’s financial market place. I take time to really get to know my clients and understand my clients’ current and future needs and aspirations before offering advice. This explains why many of my clients come from personal recommendations.