Start planning for school fees
Tuesday 8 September 2020
10:30am - 11:30am
Our third webinar in this series is designed to help families at the start of the education journey.
By reviewing your assets and investments at the outset, and putting in place careful, realistic and efficient school fees planning, you will better support your child’s education.
Use this process to build resilience, protect against risk and enhance your family’s financial well-being.
This event is free but attendees need to register in advance
The Parents Forum brings together the brightest thinkers from education, finance, property & law, alongside the most respected independent school leaders to help parents as they plan their child’s educational journey.
The Parents Forum Finance is organised by the Independent Schools Show in partnership with Brewin Dolphin.
DAVID QUINTRELL - DIRECTOR, BREWIN DOLPHIN
David joined Brewin Dolphin in 1998. His expertise covers a wide range of financial planning areas, including tax efficient investment, pension and retirement planning, investment planning, Inheritance Tax planning and trusts, and offshore investment. He holds the Advanced Diploma in Financial Planning, and is a Chartered Financial Planner. He is also a Chartered Member of the Chartered Institute for Securities & Investment (CISI).
JAMES ALDER - DIRECTOR, BREWIN DOLPHIN
James began his career in financial services with the accountants Blackstone Franks before joining Advisory & Brokerage Services (A&B) in 1993. During his 15 years at A&B (which later became Origen) his team focused on the planning needs for high net worth clients. He holds the Diploma in Financial Planning (Dip PFS) and was made a Divisional Director in early 2013. James is responsible for providing clients with holistic financial planning advice and specialises in inheritance tax and retirement planning. He is also an affiliate member of STEP.