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School Fees Planning Testimonials

School fee planning is a niche area of advice that we offer at Banner Jones Wealth Management, however it is incredibly sought after.

Those that send children to private school realise the significance of covering these costs in the most efficient way. They can become a huge burden without proper advice, if they are not properly planned and managed.

Here are the top three questions parents ask about private school fees:-

  1. Can we afford it? (Average school fees are now approx. £300,000*)
  2. Is there a more efficient way to pay?
  3. What impact will school fees have on our lifestyle?

Without definitively answering these questions school fees could seriously damage your wealth!
The Telegraph reported that 4 in 10 parents fear that they could run out of money before their children’s’ education is complete**

 

It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.

I thought if you achieved all you said you could you would be doing really well!

We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.

Very well done. Keep it up.

You have two very satisfied clients.

 

 

Mr & Mrs H, Nottingham

I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.

My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…

Mr F

We’re really grateful for the work you did for us. 10 out of 10!

Mr & Mrs S, Bridlington

Cannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.

Mr & Mrs D, Mansfield

Service provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.

Mr W, Nottinghamshire

Talk to our team