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Financial planning for school leaders

Specialist financial advice for NAHT members
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As the chosen provider of financial advice to members of NAHT, we help school leaders like you to achieve their financial goals. Our Specialist Financial Advisers at Wesleyan Financial Services will help you make informed choices, for a brighter financial future.

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Tailored financial advice for school leaders

Whatever your goals in life, understanding and planning for you and your family’s financial future is key.

With a dedicated team of Specialist Financial Advisers, who work exclusively with education professionals, we have the hands-on experience needed to truly understand your career and financial journey.

What’s important to you?

At Wesleyan, we can offer practical financial advice to help you look after you and your family’s financial wellbeing. This includes:

Is your pension on track to meet the retirement you deserve? With an in-depth understanding of the factors that could affect your finances, such as the Teachers' Pension Scheme, we can help you to prepare and maximise your income for the years ahead.
School and university fees can place demands on family finances. If you want to pay for your child's education from nursery to university, costs can be a long-term commitment. We can advise on your finances and help you put a plan in place.

As a school leader, you’ll likely want to protect your legacy and estate so that it benefits loved ones in the longer term. We can advise on how to reduce the tax burden for those inheriting your estate through the use of trusts and gifts.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

From first-time mortgages and re-mortgaging your existing home, through to investing in buy-to-let properties. Our Specialist Financial Advisers can give advice and personal assistance at every stage of your application.

Most buy-to-let mortgages are not regulated by the Financial Conduct Authority.

Having an income protection plan can help provide you and your family with a regular income if you were unable to work due to illness or injury. This can provide peace of mind and financial protection, letting you focus on your recovery, without financial fear.

We know how hard school leaders work, but is your money working just as hard for you? Based on your long-term savings goals, our Specialist Financial Advisers can advise on plans and investment products that may help you achieve your aspirations.

Please remember, the value of investments can go down as well as up and you may get back less than you invest.

 We offer comprehensive insurance, including home, motor, travel and also high-value home insurance for NAHT members looking for bespoke cover.

Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.

Request your financial review

To discuss your financial future, request a full review with a Specialist Financial Adviser by clicking below.
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The National Association of Head Teachers (NAHT) is a trade union whose registered office is situated at 15.11-15.12 Millbank Tower, 21-24 Millbank, London, SW1P 4QP. Telephone: 0300 30 30 333, www.naht.org.uk The NAHT is an introducer appointed representative of Wesleyan Financial Services Limited.