Bespoke financial planning for Education Professionals

With extremely busy schedules to contend with teachers planning on retiring in the near future are now, more than ever, in need of professional financial guidance from someone who understands their circumstances. 

At Swindon Financial Services Ltd we realise that for most, teaching is a way of life. My Practice has experienced this first hand as my wife has been teaching now for over 26 years and my Practice has been running seminars in schools talking through the different variations of the Teachers Pension Scheme. Through the years we have found that education professionals, particularly at retirement, benefit greatly from advice in the following areas:

  • Options available to you prior to retirement 
  • Options available to you on retirement 
  • Tax implications of these options 
  • Full explanation of the intricacies of your options 
  • How to maximise your retirement income 
  • Lump sum options 
  • Additional Voluntary Contributions (AVC's) 

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 selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Our service for Education Professionals
I offer my clients a specialised and personal service that is rarely seen in today’s financial market place.