We’re here to help you plan your finances so your children can have the best possible start in life.
A strategy that suits your family
Education can be one of the most rewarding investments you’ll make. Whether you’re thinking about private school fees, university tuition or overseas study, we’ll create a plan that is tailored to you and your family’s needs.
Knowing the full picture
School fees can vary significantly depending on the institution, location and stage of education. We can help you ascertain the full cost of your chosen school, so you have a realistic understanding of the financial commitment.
Investing wisely
Different funding approaches may suit different goals. For example, Junior Individual Savings Accounts (JISAs) are often used to save for university as the funds, which are owned by the child, are only accessible when they turn 18. For private school fees, alternative solutions such as trusts, regular savings plans or gifting may be more appropriate. Our advisers will help you explore your options so you can make informed decisions about what’s right for you.
Striking a balance
Education planning doesn’t have to come at the expense of your other financial goals. We’ll work with you to ensure your strategy supports your wider plans. With the right balance, you can invest in your child’s future while keeping your own financial wellbeing on track.
The value of your investment may go down as well as up, and you may not get back what you initially invested.
