Irwin Mitchell | Focus on Military | How Veterans Can Help Others Achieve Their Dreams Through A Career In Financial Planning

For military veterans leaving active duty, the transition back to civilian life can be challenging.

It might feel overwhelming to decide on a new career path after committing so much to the service. But it could also provide an exciting opportunity to leverage the skills gained in the military and apply them to a civilian role that you’re excited about.

Schroders Personal Wealth (SPW) have developed an academy with an 18-month programme designed to give candidates the qualifications and skills needed to become Personal Wealth Advisers. As fellow members of the Armed Forces Covenant, we’re proud to work alongside SPW to give military clients across the UK access to the professional advice they need.

Read how Ben transitioned from life in the Army to a career as a financial adviser.

“I joined SPW in September 2021 as a Personal Wealth Adviser with a couple of years’ experience, having successfully transitioned from the Army after six years of service.

“Veterans can bring many transferable skills to the profession, such as interpersonal skills, report writing, analytical skills, and adapting to change. Many of these are skills we as veterans take for granted, but are highly valued by employers.

“So far I’ve had a very warm welcome to the team, with great support from line managers. The company supplies you with cutting-edge technology. They fully support remote working, and you’re in charge of your own diary.

“There’s plenty of scope for professional development, which veterans will be used to from constantly doing courses in the Forces.”

Email Mark French, Business Development Manager for Schroders Personal Wealth, to find out more about the SPW academy.

Helping service personnel unlock the power of a financial plan

Managing money, saving for the future, and having financial safety net are important things for everyone. But a life in the military may make financial planning more difficult for current and ex-Armed Forces personnel.

Living in the military bubble often leaves little time to think of anything other than the task at hand, let alone the seemingly complicated world of personal finance. That’s why it’s all too common for those in the Armed Forces, whatever their rank, to leave service having made no financial plans.

We spoke to Mark French, Business Development Manager for Schroders Personal Wealth (SPW), to find out more.

How can financial planning help me?

Financial advice isn’t just for the wealthy. It’s about helping people live the life they want to live. That includes helping people choose when they want to retire, or feeling comfortable enough in their own personal finances to help their children or grandchildren set up in life.

Financial planners like SPW can help you with many aspects of your financial life, including:

Protecting you and your family
Investing for your future
Investing for your children
Planning for your retirement
Enjoying your retirement
Passing on your wealth.

We understand that not everyone feels confident when it comes to financial planning, but we want to instil a sense of well-being through sound financial advice.

I plan to stay in the military for a while. Do I need financial advice now?

It’s never too early to work with a financial adviser to help or start to build your savings and protect your future.

While there are many benefits of serving in the military, they can also mean that you don’t think about your financial future until it’s potentially too late. Taking time now to consider the life you want to live when you leave the forces can provide valuable peace of mind for you and your family.

But financial advice is expensive.

Costly fees can be a barrier to seeking professional advice when it comes to your finances. This is why we don’t expect any financial commitment from you until you’re confident that we’ve detailed the right solution to meet your needs.

You have nothing to lose by speaking to an experienced advisers to start your financial planning journey, sooner rather than later.

I’m still not sure that financial advice is right for me.

Knowing what to do with your hard-earned money to build the best future for you and your family can often be confusing. Taking time to benefit from financial advice could be well worth the investment.

Book a complimentary financial health check with an adviser today so we can learn more about you and your personal financial circumstances.

There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.

Book a free consultation with SPW

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0370 1500 100

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How Veterans Can Help Others Achieve Their Dreams Through A Career In Financial Planning

Helping service personnel unlock the power of a financial plan

How can financial planning help me?

I plan to stay in the military for a while. Do I need financial advice now?

But financial advice is expensive.

I’m still not sure that financial advice is right for me.

Further reading

For general enquiries

About Irwin Mitchell

Contact Us

Get a call back

Request A Callback

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How Veterans Can Help Others Achieve Their Dreams Through A Career In Financial Planning

Helping service personnel unlock the power of a financial plan

How can financial planning help me?

I plan to stay in the military for a while. Do I need financial advice now?

But financial advice is expensive.

I’m still not sure that financial advice is right for me.

Further reading

For general enquiries

About Irwin Mitchell

Contact Us

Get a call back