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.
The combined effects of a highly demanding job, ever increasing paperwork, curriculum changes and pension reform mean that it can be extremely difficult for teachers to find the time to keep on top of their plans without guidance. Our experience in working with teachers means that we have a sound understanding of your profession and the issues you are currently facing. We provide clear and concise advice to help you make informed choices for your future.
We find that teachers are mainly concerned about:-
- Whether they can retire early
- Making the correct decisions upon retirement
- Efficient Tax Planning
- Retirement Planning – understanding the intricacies of your teacher pension scheme
- Maximising returns on savings and investments
- Maximising income upon retirement
To help you formulate an effective financial planning strategy we are happy to provide a no obligation financial consultation after which we will return to you with clear and concise advice.
To arrange a meeting please contact us.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.