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School Fees Advice

SFIA was founded more than 50 years ago to provide specialist school fees advice to parents and grandparents wishing to plan for the cost of an independent education. Since school fees are a significant part of any family’s budget, it is important from a parent point of view to take appropriate school fees advice.

Based on a programme of detailed investigation of each individual client’s needs and aspirations, we take time to consider a range of options before making our recommendations. Our school fees advice is dependant on many factors, for example, we would take into consideration parent’s attitude to investment risk, the current tax rate of the parents, their existing portfolio of investments and assets as well as other income. Only when we have ensured that parents fully understand our recommendations we will put the appropriate plans in place.

SFIA is an Independent Financial Adviser, This means we offer completely unbiased school fees advice and recommend products and services from the entire market. We have a network of advisers throughout the UK, they are all well established and experienced professionals who are able to help you in any financial matter.

In summary school fees advice will:

• Maximise your wealth by taking advantage of investment, pension and tax planning
• Make fees affordable by spreading the cost, minimising borrowing and maximising investment returns
• Ensure continuous education for your children
• Minimise inheritance tax through trust planning
• By spreading the cost of fees; investing a lump sum; or setting up a regular savings scheme to provide funds to cover future fees parents could save thousand of pounds on school fees.

Good school fees advice may reduce the cost of education by 50% or more and ensure that your child completes their independent education regardless of a change in circumstances.