Financial consultation for NAHT members

As an appointed partner of the NAHT, David James Wealth are delighted to offer all members access to a one-to-one video consultation with an experienced member of our financial planning team.

Our dedicated Financial Planners can provide guidance on some of the specific challenges you might be facing such as annual tax allowance charges in relation to your pension.

With our specialist knowledge, we can empower you to take control of your finances and help you navigate your way through any concerns you have.

Register

Video consultation with one of our Financial Planners for NAHT members

Simply register via the website. Consultations cost £300 + VAT.
REGISTER

“I was concerned about the tax consequences of exceeding the Annual Allowance and was also keen to understand the impact on my Teachers’ Pension, of exceeding the Lifetime Allowance. I spoke to David James Wealth and they took the time to understand my personal circumstances and were able to provide me with a clear explanation of the tax consequences, how to manage them and the impact this will have on my retirement planning..”

Ian, Headteacher

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Keep in touch
let us know your plans.


Keep in touch
let us know your plans.

We’re ready to listen and help.

IF YOU KNOW WHO COULD BENEFIT FROM OUR HELPAND ADVICEWITHOUT ANY OBLICATION

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