Education

Working in education can be a busy and demanding enough job in itself, without the additional stress of making sure that your personal and family finances are well looked-after.  

We  have years of experience working with education professionals like yourself and we  can help set your mind at rest, put a plan into place and help you stay on track for the future you want, when you stop working.   

We  aim to help you feel financially confident and in full control of your money, so you can make the right decisions at the right time. Let’s start the conversation by talking about your personal life goals, and then we will put a three-stage plan in place to work towards achieving them.   

Stage One - Life planning 

We start by arranging a face-to-face meeting – sometimes more than one. During this session, we will discuss your financial and life ambitions, and clarify your personal goals.  

Stage Two - Financial Planning 

Your personal goals form the bedrock of a bespoke financial plan. Your plan will be detailed, and regularly reviewed, so that we can fine tune or adjust it whenever we need to, in order to keep those goals in sight.

Stage Three - Financial Advice 

With your goals set and a plan in place, we will help you decide on the products and investment strategies that will put the plan into action. You can be involved as much or as little as you like in the actual choices, but we will always keep you fully informed.

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.