How the process works

We will begin by having a free of charge initial consultation with you. The purpose of the initial consultation is to offer an opportunity to discuss the school fees and any current problems/issues you are having with the money required. This will then lead on to a fact finding session and then a discussion about the potential for change and the benefits. This discussion is school fee focused but will include all your personal finances. The solution is bespoke to each family. It could involve one or more appointments, according to your needs. A report is then written for you.

A sum of money to invest for the school fees - Some parents and grandparents have a sum of money to invest, there are a wide range of attractive and tax efficient options. These will be tailored to your attitude to investment risk. 

Save on a monthly basis - There are many options if you are investing from income. Tax treatments of your savings, school fees and flexibility in the case of change should all be considered.

Borrowing money for the short or long term - Many parents need to borrow money, particularly when two or three children are all in education at the same time.  An appropriate way of borrowing and paying this money back should be considered.

Creating a bespoke, flexible plan for your family - Whether you are planning early or have children in education currently, whether you are a parent, grandparent, relative or friend, we can create a bespoke plan that we will continue to manage throughout your childrens educational years.

We can also include flexibility into the plan to take account of changes in family size, children receiving bursaries unexpectedly, pay, work conditions and bonuses.