Educational Funding

Making financial provision for a child’s school or university education can be an expensive goal to fund, given that the costs are increasing at a higher rate than inflation.

Educational planning involves designing an investment strategy that specifically addresses the needs of your family by utilising the various plans available. We help to estimate what those potential costs will be by taking into account when the child will start school/university, the number of years you anticipate them being in education, the type of school (public versus private), and the assumed inflation rate and account rate of return.

What our clients have to say

“Over the last 15 years we have built a strong and trusting relationship. Sarah’s advice has proven to be excellent, and I have total peace of mind being looked after by such a safe pair of hands. She now looks after my children’s financial affairs too.”

Edward Beckett , Literary Estate Manager (of Samuel Beckett)

Want to know more?

Call us for an informal chat on 01442 508111 or email:

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