My aim is to be the adviser of choice for teachers, other education professionals and their families, in the North Wales, Shropshire and the surrounding areas. I believe in lasting relationships with my clients, providing them with a secure financial foundation which can adapt as their circumstances change and ultimately leading to a prosperous and enjoyable retirement.
I'm often contacted by Teachers who are in the very early stages of considering their retirement plans and I receive numerous referrals from colleagues who I have assisted through this journey. Whilst others require advice on issues relating to ill health retirement, or possible redundancy.
Over the years I have gained an in depth knowledge of the career paths, occupational pension scheme conditions and associated benefits within the education profession. Having established my reputation in these areas, I continue to deliver specialist financial advice to those who require it.
Following the recent changes to Teachers Pensions, it has never been more important to understand exactly how you are affected and to plan well ahead for a comfortable retirement.