I work with Teachers, Deputy Head Teachers and Head Teachers in the Walsall, Cannock, Burntwood and Sutton Coldfield areas of the Midlands.The three most common questions I’m asked by teachers are:• How do I plan for early Retirement?• What will my Pension Benefits provide at Retirement?• What should I do with my Tax Free Lump sum?As an experienced Financial Consultant at Wesleyan, I help teachers understand their pension scheme and what benefits it will provide them with at retirement and what options they have within the scheme e.g. less pension but more tax free cash - enabling them to make an informed decision as to how to take their pension that is most beneficial to their circumstances.I understand teachers’ roles, their pay scales, and also their concerns about their future and can help them to create financial plans to achieve and satisfy their objectives and their needs, by providing ongoing advice face-to-face at a time and place that is convenient to them.Among the services I offer are:• Tax Efficient Investment/Savings Advice• Taxation advice• Retirement Planning (detailed knowledge of Teachers Pension)• Protection of IncomeI have 28 years of experience in the Financial Services Industry, advising mainly teachers and their families on a friendly face-to-face basis. I have detailed knowledge of the teachers’ pension scheme and its many options including the changes that are due April 2015 that will affect many teachers.I understand that teaching is a way of life, not just a job, and that you may be too busy to think about your own finances and retirement plans. I and my colleagues at The Wesleyan can provide ongoing professional advice throughout your teaching career.
Listed skills include Teachers' Pension Scheme, Retirement Planning, Pensions, Wealth Management, and 10 others.