Bridgewater Financial Services Limited provides specialist advice to expatriate teachers within the EU on:
- Retirement planning
- Tax efficient investment
- Estate planning
- International banking
- UK tax and national insurance
We provide on-site access to our services and visit the schools we work with on a regular basis in order to provide regular face to face structured reviews, so that teachers can get their affairs in order and keep them that way. Together with our associated offshore firm Bridgewater Worldwide Limited, we can look after almost all an individual’s financial arrangements whether arranged in the UK, EU or elsewhere. Teachers frequently move, quite often to the other side of the world, and we are able to provide them with a single point of contact so that their finances can continue to be properly organised wherever they may be.
When we visit schools, we usually spend a few of days in each location and are often based in the staff common room. We usually make the whole school day available to always ensure that we have the time to meet with our existing clients whenever we visit, and allow additional time to meet with new staff for an initial review of their affairs.
We also act directly for the schools and assist them in establishing staff retirement benefits and employee insurance schemes such as medical insurance and group life cover.