Guidance

Get financial advice for schools

A list of financial advisers for schools that need to buy external advice,financial advice and what school leaders should consider before choosing a supplier.

From:
Department for Education
Published
27 March 2019
Last updated
25 SeptemberApril 20242023 — See all updates

Applies to England

Find a financial adviser

ThereFind area 2list spreadsheetsof availablecompanies tothat helpcan youprovide findfinancial aadvice financialto adviser:

  • anschools. The interactive version that allows you to search for suppliers
  • ansuppliers. The accessible versionsecond thatdocument displays the complete list ofas suppliers
a spreadsheet.

The spreadsheetsdocuments include only thoseinclude suppliers thatwho have added themselves to the list, so they are not comprehensive. TheirThe services of these suppliers have not been checked by the Department for Education (DfE), so their inclusionpresence in the list is not an endorsement byfrom DfE.

Financial advice suppliers for schools: search for suppliers and service information (interactive version)

574

XLSM, 577 KB

Financial advice suppliers for schools: supplier database and service information (accessible version)

MS Excel Spreadsheet, 251 KB

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email alternative.formats@education.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Alternatively, you may want to find your own financial adviseradviser, or manage your school’s finances without external advice.

Email school.resourcemanagement@education.gov.uk if you think a supplier should be removed from the list.

SelectSelecting a financial adviser

You should always follow your own procurement process when buying goods or services. Read the buying for schools guidance on how to buy services.services for your school.

Before you approach a supplier, decide how youyou’ll will assess their servicesservices, and what factors are most important to you.

Consider:

  • cost
  • quality of service
  • experiencetimescales
  • qualificationssupplier experience
  • timescalessupplier qualifications

Choose at least 3 suppliers for your competitive procurement processprocess.

Send and send them:

  • your requirements
  • yourthe assessment criteria
  • a dateresponse by which to responddate

When choosing a supplier,supplier investigate:

  • other schools or trusts for which they have provided financial services
  • which members of their team will deliver the services
  • the skills, knowledge and experience of the team
  • how well they understand the challenges schools face
  • how well they understand youryou school’s circumstances
  • how long and what form their review will take
  • how much they charge for their services
  • what information youyou’ll will need to provide them with
  • how theythey’ll will deliver the results of the review
  • if they deliver follow-up support and what this would include

Register to provide financial advice to schools

If you are a financial services provider with schools expertise, you can add your details to the list.

Updates to this page

Published 27 March 2019
Last updated 25 SeptemberApril 20242023 + show all updates

  1. Removed the contact details of the Confederation of Schools Trust from both spreadsheets, as it no longer provides financial advice to educational settings. Updated the contact details of Services4Schools.

  2. New suppliers have been added to 'Financial advice suppliers for schools: supplier database and service information'.

  3. Updated the 'Financial advice suppliers for schools: search for suppliers and service information (interactive version) and 'Financial advice suppliers for schools: supplier database and service information' accessible version to include new suppliers.

  4. Updated the 'Financial advice suppliers for schools: search for suppliers and service information (interactive version) and 'Financial advice suppliers for schools: supplier database and service information' accessible version to include new suppliers.

  5. Updated lists of financial advice suppliers for schools to add new supplier, Durham County Council, and update contact details for existing suppliers.

  6. Added an accessible version of the interactive tool listing the suppliers and the service information.

  7. Added new version of the 'List of financial advice suppliers for schools'.

  8. Updated 'List of financial advice suppliers for schools' to include new suppliers.

  9. Replaced document 'List of financial advice suppliers for schools' with updated version.

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