Senior Partner Practice of
St. James's Place Wealth Management
 

Bespoke financial planning for Education Professionals

With extremely busy schedules to contend with and proposed budget changes hitting the headlines, retiring teachers are now, more than ever, in need of professional financial guidance from someone who understands their circumstances.

At Liberty Wealth Management we have found that education professionals, particularly when approaching retirement, benefit greatly from seeking professional advice. We pride ourselves on providing bespoke financial planning services, such as:

  • Assessing and providing appropriate retirement figures
  • Discussing the options available within the Teachers’ Pension
  • Helping you to achieve your retirement goals
  • Exploring the options surrounding any Additional Voluntary Contribution (AVC) plans or separate pension arrangements
  • Lump sum investment advice
  • On-going, long-term advice including estate and Inheritance Tax (IHT) planning.

We will help you develop a robust strategy to help fulfil your aspirations during retirement. To discuss your individual circumstances further please do not hesitate to contact us.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.