Why school leader Bernard feels happier and confident about his finances

NAHT Personal Financial Services is provided by Skipton Building Society

As a school leader you know your stuff. People look up to you – and come to you for support.

You’re incredibly skilled at what you do.

Well – *cue drumroll* – what if now was the time for you to benefit from some expert help?

Especially when it comes to your personal finances, this could make a big difference to things that really matter to you. Like your family – and the future.


Since turning to NAHT Personal Financial Services, Bernard – a retired head teacher from Birmingham – hasn’t looked back

After 43 years of teaching, Bernard retired three years ago – and recently approached us for advice on growing his savings. “I had money just sitting in a bank account doing nothing,” Bernard explains.

“It felt seeking advice on what to do with it was actually a necessity – and as savings rates are low, I was keen to look at other options.”

Being an NAHT member, Bernard was already aware of our financial advice service. Yet it was a recommendation from his friend that prompted him to contact us. “My friend, who is a head teacher, invested a lump sum through NAHT Personal Financial Services. She told me what a great job they’d done, and the fantastic relationship she had with her advisor.

“It sounded like a really good service – and I thought, ‘if it’s good enough for them – it’s good enough for me’.”


Relaxed, convenient – and all about you

After a free initial consultation to see if financial advice was an option for him, Bernard decided to meet with one of our financial advisers, Lloyd.

We know life can get busy – so, not only do we offer appointments in branch. You can also choose to chat through a video link, out of school hours.

Straight away Bernard felt comfortable, “We got to know each other quickly, and had some great conversations – not just about my finances. It wasn’t a formal interview – it was relaxed, very personal and all about what I wanted.”


Our No Pressure Promise

After the meeting, Lloyd worked closely with a team of in-house experts – to create investment solutions that suit Bernard’s unique situation and risk appetite.

Lloyd then presented Bernard with personalised recommendations to mull over. “The second meeting was a chance for me to ask Lloyd any questions I had around his recommendations. He was very honest, patient – and explained things really well. I found him extremely knowledgeable and experienced,” Bernard adds.

The great thing about our service is that you don’t have to pay a thing to hear our recommendations. Nor are you under any obligation to take our advice. You’ll only pay a fee if you decide to act on our recommendations.

“I didn’t feel pressured at all,” Bernard admits. “The ball is very much in your court. It’s all about providing you with expert knowledge – and giving you an opportunity. What you do next is completely up to you.”


Keeping you in the loop

Ultimately, Bernard chose to take our advice – and to also receive our ongoing service.

For an additional ongoing fee, this service (which Bernard knows he can cancel if he changes his mind) means we can help Bernard keep on top of his investments. We’ll monitor them on his behalf, update him through quarterly reports – and at certain times review his plans with him to make sure nothing has impacted on them.

Bernard reveals, “My friend also has this service, and highly recommended it. As parts of investing can be complicated, I realised it was better to have this service to start with at least.”

Reflecting on his experience with NAHT Personal Financial Services, Bernard concludes, “I’m really glad I’ve finally done something with my lump sum – and no longer have to worry about it. I now feel a lot happier and confident over my money.

“I received some great advice and it’s reassuring to know that if there are any problems, Lloyd and the team are here to look after me. They’re giving me a service I wouldn’t have known about if I hadn’t contacted NAHT Personal Financial Services.

“Without question, I’d definitely recommend them to others.”


Do you have a minimum of £500 per month or £20,000 to invest?

If so, call us now for a free initial consultation. We’ll work with you to see if our financial advice could be right for you.

By investing with our advice, our aim is to grow your money by a greater extent than is available through cash savings accounts to help you achieve your goals. Although investment funds are not like bank and building society savings accounts. It does mean placing your capital at risk, as its value can fall as well as rise and you may get back less than you originally invest.

If you’re interested in finding out more about how NAHT Personal Financial Services could help you, or to book a consultation:

Request a call back or call us today on 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