GovWire

Find a financial adviser

Find a list of companies that can provide financial advice to schools. The interactive version allows you to search for suppliers. The accessible second document displays the complete list as a spreadsheet.

The documents only include suppliers who have added themselves to the list, so they are not comprehensive. The services of these suppliers have not been checked by the Department for Education (DfE), so their presence in the list is not an endorsement from DfE.

Alternatively, you may want to find your own financial adviser, or manage your finances without external advice.

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

Selecting 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 for your school.

Before you approach a supplier, decide how youll assess their services, and what factors are most important to you.

Consider:

• cost
• quality of service
• timescales
• supplier experience
• supplier qualifications

Choose at least 3 suppliers for your competitive procurement process.

Send them:

• your requirements
• the assessment criteria
• a response date

When choosing a 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 you schools circumstances
• how long and what form their review will take
• how much they charge for their services
• what information youll need to provide them with
• how theyll 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.