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NAHT Personal Financial Services

Review your finances with NAHT Personal Financial Services 

As school leaders, you have a lot of priorities to juggle. But how much time do you dedicate to your own financial situation?

Whether you have short, medium or long-term goals, having some expert help and support could help ease the burden.

That's why when it comes to your financial future, our dedicated financial advice partner NAHT Personal Financial Services (provided by Skipton Building Society) are here to help.

 

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What financial goals are important to you?

A financial advisor could be an ideal person to speak to if you’re considering what options are available to help you reach your financial goals. Whether that’s planning out your dream retirement, protecting your loved ones in the future or simply getting more from the wealth you already have.

 

Is your money working hard enough?

You work hard for your money, so you want your money to work hard for you. An advisor could support you with investment, retirement and inheritance tax planning.  We'll take the time to get to know you and provide advice that's tailored to your specific needs – all with the aim of helping you to make informed decisions about your future financial plans.

 

There’s nothing to pay to find out if you could benefit

Your advisor will clearly explain any recommendations they have for you. Plus any charges that may apply will be outlined beforehand. You’ll only be charged if you decide to go ahead and implement your plan. 

Most importantly, you’ll have the time you need to decide if you’d like to act on the advice.

 

Financial advice that is more accessible

NAHT Personal Financial Services offers video appointments through Skipton Link. It’s secure and easy to use and enables you to talk to a financial advisor from the comfort of your own home.

  • Flexible appointment times – even outside of normal business opening hours.

  • You’re able to share documents which may be difficult to explain over the phone.

  • All you’ll need is a computer or tablet which supports video calls and has access to a secure internet connection.

 

Looking to see if financial advice is right for you?

If you feel like you could benefit from an appointment with a financial advisor, why not book a no-obligation consultation? They’ll discuss your situation to see if you could benefit from a financial advice review and arrange one if you agree.

Please note that our solutions may involve stock market based investments and your capital is at risk. 

 

How do you arrange your consultation?

You can find out more and request a call back here

Email: naht@skipton.co.uk

Telephone: 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