A Unique School Fees Planning Proposition

We resist giving too much general advice regarding school fees planning as we find that each of our parents have unique requirements that need personal consideration. The financial institutions continually update their product offerings in order to remain competitive. As independent advisors, we are able to select a competitive package to suit your needs and ensure that your plan remains cost effective.

As an organisation that works closely with schools, we give up-to-date advice for the school of your choice. We have in-house databases and planning tools to create a school fees schedule to meet your individual requirements.

Parents (and grandparents) contact SFIA Ltd for a variety of reasons:-

• Reducing the costs of educating their child/children/grandchildren.
• Planning for the cost of future school fees.
• To arrange funds to fall back on, as a form of a safety net.
• Spreading the cost of current (and future) school fees.
• Protecting school fees in the event of death, illness or inability to work.

Most people seek professional advice for such things as purchasing their home or making a will; more and more parents now realise that they should seek professional advice over payment of potentially their largest financial commitment - the cost of educating their children independently.

If you are interested in receiving further information, we are able to discuss with you your specific concerns and requirements and if appropriate we will arrange an initial meeting. This will be followed up with proposals and recommendations of how to meet your school fee requirements and you will receive a full report.

Once you take out a plan through SFIA, we will monitor how things are progressing and keep in touch. We will review the plan with you (as required) and advise you on other financial matters.