Financial advice – is it worth it?

By NAHT Personal Financial Services, provided by Skipton Building Society


The last year or so has been a year of change. Especially for the education sector. From new ways of working for schools up and down the country, to now being able to sample the delights of your favourite restaurant. Quite a shift. There’s no doubt that as we edge further up the path towards normal life, some of these changes will soon become distant memories.

But there are some things that will be here to stay. Recent times have shown how adaptable we really are. How good we can be at embracing change – even if we don’t always like the thought of it at first.

Whilst we’re on the topic of welcoming change, maybe it’s time to consider how you think about your finances and your future plans.

Have you ever thought about whether financial advice could get your money working harder? If investing your money could help you to reach your all-important future goals?

Whether trusting an expert to map out your financial journey could give you more time to focus on the things that really matter?

Mark Butterworth, Head of Financial Advice – Planning & Research here at NAHT Personal Financial Services, gave us the lowdown on how some expert financial planning could change your financial future for the better.


Would you buy a house without the help of a solicitor?

Just as it’s wise to use a solicitor when buying a house, asking an adviser to help you make long-term financial plans could make a big difference. Mark explains, “You could manage your own financial planning if you wanted to. But that could mean you may miss out on important knowledge that a financial adviser could provide you with – things like making your finances as tax efficient as possible.”

Plus, flying solo could be time consuming.

With being a busy school leader, family and other commitments you have going on right now, it’s understandable if you find it challenging to put time aside to plan for future matters that don’t seem like a priority at this very moment.

But one day, your retirement, your legacy, or whatever future financial goals you have in mind, will be at the forefront of your life. And some forward planning now could make all the difference then.


Putting a price on a stronger financial future

You don’t need to be super wealthy for financial advice to be worth it.

Mark reveals, “It’s not about having hundreds of thousands of pounds to invest into stock markets. It’s about you, your future goals and how you’re going to reach them.”

At NAHT Personal Financial Services, our advisors are transparent about any charges. They’ll make sure you’re clear on them before you commit to anything. And you shouldn’t be afraid to ask questions about charges either.

You’ll have the time you need to decide if financial advice is worth it for you. It’s all about weighing up the costs against the potential benefits – getting more from your money and reaching those all-important long-term goals, in a way that suits your feelings to risk and reward.


It really is all about you

Here at NAHT Personal Financial Services, provided by Skipton Building Society, we really do want to get to know you.

Mark explains, “An advisor will take time to find out about you – from your current circumstances to what it is you’d like to achieve with your money later down the line.

“This is all so they can build a financial roadmap that’s tailored to your needs. So if you’ve been dreaming of a brilliant retirement or a future where you go on holiday more often, tell your advisor about it.”

We like to explain everything in a clear and simple way to make sure you fully understand the recommendations we have for you.

You will need to have £20,000 to invest or reinvest, or be happy to invest £500 a month. There’s no upfront fees for you to meet with a Skipton advisor or to hear our recommendations. And any charges will only be applied if you decide to go ahead with our advice.


A little expert advice could go a long way

NAHT Personal Financial Services are here to help NAHT members like you. A meeting with one of our expert financial advisors could make a difference to the financial choices you make.

  • We’ll find out what’s important to you and what you’d like to achieve with your money
  • If you have existing plans, we’ll check to see if these are working for your current circumstances
  • Together we’ll come up with a tailored plan that could help you get more from your finances.

NAHT Personal Financial Services are proud to offer a No Pressure Promise. You’ll have the time you need to think over their recommendations, with no obligation to act. There’s no upfront fee to hear our advice either, and you’ll only pay a charge if you decide to go ahead with our recommendations.

Our recommendations are likely to include stock market-linked investments. These aren’t like bank and building society savings accounts as your capital is at risk and you might get back less than you originally invested.


Get in touch today to book your free initial consultation:

Request a call back

Call 0800 121 4596


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