private school Archives - School Fees Planning

7th June 2017

Of the approximate 2,500 Independent Schools in the UK, 1,301 are members of the Independent School Council (ISC), which is a record number. Each year the ISC produces a census. Here are some highlights for the 2016/2017 school year.

20th February 2017

Sending your children to private schools can give them the best possible start in life, but it doesn’t come cheap. The BBC reported * the findings of a survey where 34% indicated the attraction of smaller class sizes was a major consideration and almost a quarter said they

Alison – London

Cheryl Thank you so much for negotiating the best deal for us. We are grateful for your knowledge and expertise, as well as the company for their advice.

Alison - London

Retired couple from Winchester

We have found Alan always has an upbeat outlook on the financial world, which is very reassuring. This has led to a significant impact on our finances.

Retired couple form Winchester

Dorset client

I have no hesitation in recommending Alan Wilson for giving me sound and trustworthy advice. The products that SFIA provide have been extremely suitable for my financial needs and the backup and support has always been there when you need it.

Dorset client

Julie from Bracknell

I just wanted to say a huge thank you for organising my mortgage, you made everything so simple and it all went very smoothly. I will certainly be recommending you to any of my friends that are looking to purchase properties. Thanks again!

Julie Mellor - Bracknell

Jo Cox – Reading

Neal and I just wanted to say thank you for all of your efforts with our mortgage over the past couple of months. We had notification of completion today and a cheque which was wonderful and we have already contacted the fireplace and window companies. Thank you for patiently and flexibly working with us and being so understanding of the fact that our lives are so busy during the week. Wishing you all the best for the immediate future.

Jo Cox - Reading

I must thank you Alan for all your help and it was actually really easy. The help from Amie and yourself meant that this was straight forward with very little work on my part. My sincere thanks for this and for amazing service that we have received. Again, massive thanks for making a task that could have been a headache to be smooth sailing.

Lisa Clarke

Lifetime Mortgage benefit

We are so very pleased to have had the value of your splendid service. For us this transaction brings enormous relief and reassurance. You explained these complex maters - emotional too- with great clarity such that we are entirely confident this was a wise decision. We feel able to trust you. We look forward to further contact as the years roll by.

Richard & Falmai Youngman - Bury

Mark Birtwhistle – Saffron Walden

Paul has always put the financial interests of our family first. I could not ask more from a financial adviser.

Mark Birtwhistle - Saffron Walden

Dr Caroline Hanlon – Oxford

The bespoke service that Cheryl provided of visiting our home when it suited us, made it possible for us to incorporate expert financial planning into our busy family life. She made us realise that we could afford school fees for both our children with some financial foresight. The detailed spreadsheets she provided us regarding our finances gave us clarity on how we could achieve our goals.

Dr Caroline Hanlon - Oxford

My SFIA adviser has been working on our behalf for twenty years. He has always been reliable, trustworthy and extremely efficient. I would have no hesitation in recommending him to others.

Mr A Reis – Salisbury

My SFIA adviser has always put my interests first by giving sound and trustworthy advice. I was recommended to him by some people at St Mary School where he set up their pension. I have also recommended him to other people.

A happy Dorset customer

The team at Sesui would like to thank you for your time and advice on the company pension scheme they found the sessions very informative and easy to understand and as a result are all very happy to join and contribute the maximum they can.

Sesui Group Pension Scheme

Cheryl, from SFIA, has given us valuable advice and support to achieve what we wanted. We really wouldn’t be where we are now without Cheryl!

Fiona Reynolds - Banbury

A consolidated school fees plan with a pension funded by my business provided instant access to funds, solving my cash-flow problems, while the accrued pension lump will enable me to pay the school fees and any outstanding mortgage.

Alice – St Albans

Independent School Council Census 2017 Highlights

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