A clearer path to reach your goals with a free Financial Fitness Report

As 2020 continues to struggle on with covid-19, our ability to adapt shines on. With the research to find a vaccine ongoing, it is safe to say this is the new normal for a little while yet.

On the flip side though, this time has also shown what a difficult job some people have, especially school leaders like yourself. Away from the pressures of your work, during this period you may have reflected on your finances. Perhaps even changed your financial priorities, and the way you’re thinking about the future.

Looking beyond the uncertainty

Since 2006, NAHT Personal Financial Services (provided by Skipton Building Society) has been helping NAHT members put financial plans in place, that help outline your future aspirations.

That’s one of the reasons why they’ve launched a new service, designed to help you with your plans.

To help with your financial planning, they can offer you a free 30-minute appointment for you to look at your finances to get a clearer understanding of some steps you could take in order to help reach your goals. At the end of the meeting, you’ll receive a free report outlining the fitness of your finances.

If, following the meeting, you both feel that you could benefit from financial advice, NAHT Personal Financial Services will be more than happy to help.

Getting an overview of your financial situation

Whatever stage you’re at in your financial journey, it’s always a good idea to take stock. Just to reflect and check if you’re heading in the right direction, to meet the goals you’ve set.

We’ve all been impacted by the pandemic in some way, so having a conversation to get a clearer understanding of the steps you could take, to help reach your goals, feels like a no brainer.

In the 30 minute conversation, we’ll talk about:

  1. Your financial foundations – your emergency funds and how much you’ve put away for rainy days.
  2. Short term savings – what you’ve got planned over the next few years.
  3. Growing your money – how you plan to build your savings, pension and legacy pots.
  4. Your future goals – your long term goals and how prepared you are for your financial future.

Whether you’re looking to simply gain a little stability or grow your money, the free Financial Fitness Report could be the catalyst you’ve been looking for to help you start your future plans.

Let’s talk about you

When you’re ready to talk, NAHT Personal Financial Services are ready to listen.

During these difficult times we understand that getting out still isn’t an easy task. Which is why NAHT Personal Financial Services offer the 30-minute appointment over the phone – or via an award-winning and easy to use, video link service, called Skipton Link.

This video service gives you the opportunity to have face-to-face appointments at home. All you need is a computer, laptop or tablet with access to the internet to get speaking to a friendly face. It’s as simple as that.

To book a free Financial Fitness Report, and your 30 minute conversation, call 0800 121 4596.

To be clear, the Financial Fitness Report won’t include any personalised advice or recommendations. If you decide to get advice, our recommendations could involve placing capital at risk, as the value of investments can fall as well as rise and they may get back less than they originally invest.

NAHT Personal Financial Services is a trading name of Skipton Building Society, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority , under registration number 153706, for accepting deposits, advising on and arranging mortgages and providing Restricted financial advice. Principal Office, The Bailey Skipton. N. Yorks BD23 1DN