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Advice

Why not get in touch with us today and see how
our advisers can help you plan your finances?

Pensions

Impartial advice on the Teachers Pension, Teachers AVCs, SIPPs, SASS and other pension arrangements.

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Investments

Advised and non-advised investment solutions from the whole market from £1 to £1 Million+

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Independent Schools

Helping independent schools that have decided to leave the main Teachers Pension Scheme.

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Mortgages

Independent whole of market mortgage advice for purchases, remortgages and buy to let.

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Protection

Life insurance, critical illness cover and income protection for when poor health impacts your finances.

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Tax & Estate Planning

Helping you to understand and limit the impact of Inheritance Tax, Lifetime & Annual Allowances.

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Frequently Asked Questions

An Independent Financial Adviser (IFA) is a professional who offers impartial advice on financial matters that are tailored to meet your needs and objectives.

We conduct a detailed review of your current financial position and your future objectives. The advice provided by an IFA will take account all of your personal circumstances and will make clear recommendations on how best to achieve your objectives. 

We do not charge brokers fees for residential mortgage advice and £295 per mortgage for buy to let mortgages. For full pension and investment planning it will vary considerably depending on the scope of the work and the amount of money being invested.

We offer a free initial meeting which will highlight the areas you need to address now and in the future as well as any likely costs. We will fully discuss and disclose in writing any fees for advice, implementation and review before they are incurred.

For pension, investment or tax planning advice and recommendation reports the minimum cost you should expect is £295.

For potential clients that want to invest up to £20,000 as a lump sum or £500 monthly without any advice fees we have introduced our Managed Direct service on a non-advised basis.

If you are looking at this site it’s likely that you know you need help it’s probable that you could benefit from taking financial advice, whether that be as a one off for a specific area or ongoing support for more complex matters.

During your initial discussion, we should be able to establish the nature of the advice you require. If we don’t feel taking advice would be appropriate – we’ll tell you – there is no point in us charging a client fees that will outweigh any benefit taking the advice would deliver.

Contact us today to arrange a free initial discussion without any obligation.

We will then be able to determine whether you need some general guidance, more specific professional advice as one off or if you would benefit from regular ongoing reviews.

Teachers Financial Planning Limited FRN 552276 is an appointed representative of LJ Financial Planning Limited FRN 429142 which is authorised and regulated by the Financial Conduct Authority.

Content on this website is provided for information purposes only and should not be considered advice.

The information contained within this website is subject to the United Kingdom regulatory regime and is therefore primarily targeted to consumers in the United Kingdom.

Registered Office: St James Business Centre, Wilderspool Causeway, Warrington, WA4 6PS. Teachers Financial Planning are registered in England & Wales Company Registration Number 07612896.

Data Protection Register Number: Z2662669.



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