finance Free boarding school advice from experts Hurtwood House

Save up to 100% of costs by financial planning

You may well have been surprised by how expensive independent education can be. Of course everyone wants to save money on education costs, whether you can afford fees or not. For low income parents it is always worth asking the School about Bursaries (discounts for low income parents) and Scholarships (discounts for academically gifted). We cannot advise on such awards – you have to speak to each school.


 
 






 






For higher income or asset UK parents, Education Advisers Ltd offers a bespoke financial planning service, which is operated through a network of independent financial planning specialists around the UK. These advisers are all advanced planners, who have been selected by their ability to structure special education costs funding plans, often making use of advanced tax / financial planning techniques In many cases, this type of solution should be able to make savings between 50% to 100% of the combined independent school and university fees.

Please note that Education Advisers and www.best-schools.co.uk are not regulated by the Financial Services Authority to provide individual financial advice. We introduce you to these selected local advisers who are all FSA regulated and experienced. They provide the individual advice and their initial consultation is free and without obligation. After an initial telephone conversation, you will need to meet the adviser personally but you will not be pressurised into buying anything. Each Solution is complex and bespoke to your circumstances and cannot be arranged by phone or internet.

You are asked to note the following:

  • You must be a UK Higher Rate Taxpayer

  • The Solutions are designed to meet a liability of school and university costs of a minimum of £100,000. You can include your other children’s education costs as well.

  • The Solutions are particularly attractive to parents who are asset rich and income poor.

  • The Solutions are not suitable for everyone. The Adviser will conduct a fact find with you and explain downsides and upsides.

  • Education Advisers Ltd does not guarantee the service or the solutions. The Adviser will explain everything and give you the option to decide for yourselves.

We ask you to complete some basic details. A Principal of Education Advisers will then phone you before putting you in touch with the closest adviser.

“Education Advisers Ltd is not regulated to give individual financial advice, but will introduce you to an FSA regulated Independent Financial Adviser, who can provide individual advice. That adviser will explain his/her status to you before you decide whether to deal with them. Education Advisers Ltd is not responsible for advice given by that IFA or the performance of financial instruments which they may recommend. “

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