One Four Nine Group published a guide looking at how parents and grandparents can help meet future education costs, including school fees, university funding, tax-efficient savings, family gifting, and long-term financial planning.
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With children returning to school and many students preparing for university, now is a natural time for families to think about the cost of education and how those expen…
Company
One Four Nine Group
Independent lifetime financial planners
- Industry
- Financial Services
- Location
- London, GB
- Company size
- 51–200 employees
About One Four Nine Group
The official LinkedIn page of One Four Nine Group. One Four Nine Group is a nationwide, independent chartered financial planning and investment management group. We offer a distinctly inclusive culture for financial planners and their teams that together with a professionally focused operating environment enables planners to deliver exceptional service to their valued clients. One Four Nine Wealth is the nationwide, independent chartered financial planning arm of One Four Nine Group. We deliver independent financial planning and investment solutions to individuals and families, trustees and business owners throughout the UK. We are experts in lifetime planning using cashflow modelling to help advise you, empower you and enable you to live your life to the fullest. One Four Nine Portfolio Management is the in-house discretionary investment manager of One Four Nine Group. We believe successful investing is founded on a thorough and robust intellectual framework for making investment decisions. Our Managed Portfolio Service is designed to support the investment decisions underlying your financial plan.
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Research & Knowledge
Rathbones
Rathbones published a report titled The Family Funding Gap exploring how rising education costs are changing financial decisions across generations and why a joined-up approach to education funding, retirement planning and estate planning matters more than ever.
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Weatherbys Private Bank
Weatherbys Private Bank published an annual school fees study highlighting the continuing rise in costs for private education.
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Mercer Advisors
Mercer Advisors published a guide titled Why Every Family Needs a Financial Plan covering the building blocks of financial planning and exploring how cash flow, taxes, investing, retirement, estate planning, and insurance can work together to support goals.
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M&G
M&G published research showing that 70% of parents avoid talking to their teenagers about money and more than a quarter are worried about causing anxiety.
Research & Knowledge
Balance: Wealth Planning Limited