Our Financial Education Service

We are proud to provide a face-to-face holistic advice service with expert knowledge of the teaching profession and your benefits and we offer advice that is personally tailored to reflect your individual circumstances, with the aim of 'earning the right' to be considered as your trusted financial adviser.

Financial Education for Schools & Education Professionals


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Alex has been an excellent adviser, making me feel confident and able to sort my finances on retirement sensibly and comfortably. He is able to explain the most complex idea with great clarity. I would not hesitate to recommend him.
Vicki Frost