Education

Working in the education system can be a busy and stressful enough job in itself, without having to worry and stress about your financial situation now and into the future.

We have bags of experience working with education professionals like yourself and we can help set your mind at rest, put a plan into place and move smoothly toward your desired outcomes, leaving you to focus on the more important parts of your job.

Speak to us about your goals and aspirations today and we will help you put a plan in place which focuses on the ‘Three Pillars’ of financial planning:

Pillar One - Life planning

    In the first phase of this process, we will arrange a time (or multiple times) to meet with you. During this session, we will discuss your financial and life ambitions, helping you to establish your goals.

Pillar Two - Financial Planning

    Now it’s time to build a financial plan that will put you on the path toward achieving those goals.

Pillar Three - Financial Advice

    With goals set and a plan in place, we will move on to help you select the products and investment strategies that will help you execute the plan and meet your goals.

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.

Educational Professionals

I support education professionals throughout the UK.

Multi-Academy Trusts

Through working with many educational professionals this is in turn resulted in me working closely with a number of multi-academy trusts (MATs).

Teachers

I have worked with many teachers and I understand the financial implications of a teachers' chosen career path.

University Lecturers and Staff

As with other educational professionals it is imperative to understand the pensions schemes and benefits of professionals within universities and the USS scheme that many universities adopt.

Team members and Support staff (LGPS)

Employees within the public education sector that are non-teaching staff will be part of their Local Government Pension Scheme (LGPS).

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the specialist advice services we offer around financial planning for education professionals, please get in touch.