Education

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

Over the years we have helped education professionals put a plan in place to move smoothly toward their desired outcomes. The benefits of this guidance are not just financial either, because having a plan delivers peace of mind, leaving you to focus on the more important parts of your job.

Let's talk about your goals and aspirations 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 meet to 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.

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.