Advert placed on IFA lite

There are approximately 630,000 children in private education in the UK today, whose families will be setting aside anywhere from £150,000 to £500,000 per child to fund this. If anyone needs the help of an IFA surely these parents do?

http://allaboutschoolfees.com is a new site that enables financial advisors to create bespoke private education savings and investment plans.

It uses powerful algorithms to create fee schedules for entire families, with customised savings and inflation rates, lump sums and savings holidays. The results are presented, and emailed to you, in detail and summary form, both graphically and as a spreadsheet. The tool references our complete database of UK private schools, which is the only such database to contain current and historical school fee data, specifically configured to support financial planning. There is a host of other information (a library, school search facility and Top Tips) and functionality that we urge you to explore by taking a look at the free on-line demonstration.

We launched the site in March this year and are delighted by the response from both parents and financial advisors, including St James’s Place Partnership and UBS Wealth Management. IFAbonus.co.uk wrote of the site’s ability to create a fact-based centre-piece to an individual financial assessment. They noted that it helps people understand the need for comprehensive financial planning, and for investment products to support that plan.
Most of the site is free, but use of the modeling tool requires a small subscription. This can be taken out by an advisor or the client; the password can be changed at any time. A single subscription, covering up to five children, can be made on-line for £34.95 including VAT. We also offer Advisor Packs of 10 subscriptions for £230.00 including VAT.