Wesleyan Financial Services has become the exclusive personal financial advice provider for NAHT, the school leaders’ union.
The initial 12-month agreement will see Wesleyan Financial Services provide no-obligation specialist financial advice on a wide range of products and services to suit NAHT members’ personal financial needs. These include retirement planning, savings and investments, insurance, inheritance tax planning, and mortgages.
Wesleyan Financial Services will provide this service to NAHT members as part of their union membership.
Wesleyan has a long-standing history of working exclusively with education professionals, understanding their career paths, the financial decisions they face and the Teachers’ Pension Scheme.
Linda Wallace, Managing Director of Wesleyan Financial Services, comments: "We have proudly supported the education sector for many years and are now delighted to be NAHT’s exclusive financial advice provider.
"We want to support the people who support our communities. With our specialist understanding of the profession we are ideally positioned to support the financial needs of school leaders. We know how busy these professionals are, and it is our aim to support them in their financial health and make a positive difference to their financial well-being."
Mark Cornell, chief operating officer at NAHT, comments: "As part of our ongoing commitment to providing the best service to members, we continually review our partnerships to ensure the delivery of the highest standards possible.
"Since 2006, we've assisted thousands of school leaders with financial planning. As our member community continues to grow younger, it's crucial for us to provide a service that offers professional and reliable financial advice – one that supports school leaders throughout all stages of their careers."