Teachers Financial Planning

We are a firm of independent financial advisers, this means that we are employed by our clients to provide unbiased advice to help them plan for the future.

We don’t have ties to banks, insurance companies or fund houses and when we make recommendations to our clients, it is based on what is in their best interest rather than of a product provider.

Our clients include private individuals, charities, trusts and business.

Established in 2011 as an Appointed Representative of LJ Financial Planning Ltd we offer advice on savings, investments, pensions, mortgages, protection and tax planning.

LJ Financial Planning Ltd is one of the largest Chartered advice firms in the North of England and has a growing adviser network across the country, now with over 100 independent financial advisers in the group. The size of the group means that we are able to secure discounts and more favourable terms for our clients with many providers.

We work with both Teachers and non-Teachers but the majority of our clients have some link to education. All of our financial advisers are experienced in general practice (the average is over 20 years) but also have a comprehensive knowledge of the Teachers’ Pension as well as understanding the challenges of your profession.

Teachers Financial Planning are proud to help fundraise and increase awareness of Education Support – the UKs leading mental health charity for all people working in the education sector.

For every mortgage that is arranged and completes through us, we donate £50 Education Support and for every subscription to our newsletter, tax and financial guides we donate £1.