Financial Planning
Financial Planning
Whether you want to review your existing portfolio, maximise income in the future, make the most of your tax allowances or need pension advice, we can help.
Get in touch
Teachers Building Society has teamed up with Legal & General, one of the country’s leading financial services companies, to offer you a confidential financial planning service* (through our subsidiary company TBS Financial Services Ltd) that’s tailored to suit your individual needs and circumstances. Whether you want to review your existing portfolio, maximise income in the future, make the most of your tax allowances or need pension advice, we can help.
Whatever your age, we can help you plan for retirement so that you can maintain a good standard of living throughout your whole life.
See More Details With a bit of help from us, you may be able to decrease your liability to income tax.
See More Details You’ve worked hard for the assets you have and we want to help make them work hard for you.
See More Details Let us help you ensure that your loved ones are looked after, whatever the future holds in store.
See More Details Could you be liable for inheritance tax? We can help you work this out and explain your options.
See More Details Find out how financial planning made a big difference to one of our customers
Call 0800 783 2367 or let us call you back.
*TBS Financial Services Limited is a wholly owned subsidiary of Teachers Building Society and is an Introducer Appointed Representative of the Society for mortgages. TBS Financial Services Limited is an appointed representative of the following companies, which are authorised and regulated by the Financial Services Authority for advising on and arranging the products shown: Legal & General (Portfolio Management Services) Limited (life assurance, pensions and investments) and Legal & General Partnership Services Limited (insurance).
The Legal & General Group, established in 1836, is one of the UK’s leading financial services companies. Over 6.5 million people rely on them for life assurance, pensions, investments and general insurance plans. The Legal & General Group is responsible for investing £280 billion worldwide (as at 31 December 2008) on behalf of investors, policyholders and shareholders.
Legal & General is one of the biggest providers of index-tracking investments in the UK, managing £175 billion as at 31 December 2008.
Legal & General Insurance Limited, One Coleman Street, London EC2R 5AA
Registered in England No 00423930
TBS Financial Services Limited, Allenview House, Hanham Road, Wimborne Dorset BH21 1AG
Company No. 04451897