You want to give your children the best start in life, particularly as more and more people are leaving school with good qualifications. In our ever more global world, our children will be required to work wherever the opportunities arise.
The starting point is education and you may feel that private education is the answer. Or your children will attend a State school but you need to give help for university costs. If this is how you think, we can help to construct a robust financial plan aimed at achieving these objectives.
But we will go further than this. We offer financial counselling for full
time students which remains free until they graduate (terms and conditions
apply). This ensures that you have piece of mind when it comes to their
finances. You are the client and we will report back to you on their ongoing
financial needs and development (we will not act as a surrogate parent!)
There are various methods of school fee planning ranging from lump sum investments, regular savings and trust planning by grandparents.
For a brief chat to determine whether we can be of help to you, contact
us or give us a call on 01324 832 715.
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