31 January 2025 |

    11 minutes

Podcast - The value of financial advice for teachers

Woman in meeting with laptop

By Oonagh Morrison

Regional Manager for Education at Wesleyan Financial Services

Teachers
Woman in meeting with laptop

In this podcast, Regional Manager from Wesleyan Financial Services, Oonagh Morrison, discusses the value of financial advice for teachers.

She speaks about the kinds of plans financial advisers can come up with during a financial review, what solutions could be best for customers, and why it’s important to speak to someone well before retirement comes around.

This podcast is for information purposes and should not be taken as financial advice.

Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority. Tax treatment depends on individual circumstances and may be subject to change in future.

The value of investments can go down as well as up and you may get back less than you invest.

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

Please note that advice charges may apply.

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ABOUT THE AUTHOR

Woman in meeting with laptop

By Oonagh Morrison

Regional Manager for Education at Wesleyan Financial Services

Oonagh joined Wesleyan in 2009 as a Specialist Financial Adviser in the education sector. She provided holistic financial planning advice to this market until April 2022, when she became Regional Manager for Scotland, Northern Ireland and the Northeast of England. She now dedicates her time to developing an established team and working with colleagues to ensure the needs of the education profession remain met.