School Fees - Y TREE School Fees - Y TREE

WE PROVIDE PURE ADVICE

We combine data, technology & human experience to provide a layer of intelligence over your financial life.

This Financial Life Intelligence gives you the transparency, efficiency & meaning to fully understand your money & your life – as it is & as it could be. 

is there such a thing as a free lunch?

Fund school fees for the year with efficiencies from Y TREE

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Over the last 14 years, school fees have jumped 78%. The total cost of educating a child from nursery to university, taking into account inflation at 4.8%, is now more than £750k. 

But you don’t need to earn more or make your portfolio work harder to cover this recurring cost. In fact, by cutting fees and creating just one efficiency in your financial life, you could cover your bill every year. 

Prior to working with Y TREE, a typical client pays between 1.8% and 2.5% in wealth management fees. By improving the efficiency of your investment set-up (fund costs, discretionary fund management fees, custody and transaction costs), you can easily reduce those costs to 0.7%. 

Over 20 years, this could save you £6m. 

But Y TREE doesn’t just focus on cutting costs. We create multiple, marginal gains across your entire financial profile – risk mix, liquidity, currency, cost, structuring. Each little win compounds to significant value over time. 

That means you can probably cover the cost of education and then some. Our clients reinvest the value we generate into the things they care about most – their children, businesses they’re passionate about, travel, retirement, house renovations, philanthropy. It’s up to you. 

We are bringing money back to life. 

Set up a meeting with us

WE PROVIDE PURE ADVICE

We combine data, technology and experience to provide a layer of intelligence over your financial life. We call this Financial Life Intelligence.

This insight gives you the transparency, efficiency and meaning to fully understand your money and your life, as it is and as it could be.

Discover more
Transparency
Transparency

 

At Y TREE, transparency means making the complex simple. We aggregate your data, pulling together all the strands of your financial life to give you an instantly accessible, intuitive and objective view.

We carry out analysis that provides insight into your income, expenditure, assets and debts.
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Efficiency
Efficiency

 

We create efficiencies at every level with multiple incremental gains that can compound to significant value over time. Compounding is one of the most powerful forces in the financial world; the earlier you start, the greater the impact.

We advise comprehensively on risk, liquidity, currency, cost and structuring – making continuous adjustments when needed.
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Meaning
Meaning

 

Meaning is about connecting your finances – your income, assets and debts – with the things you value most: your plans for the future, your family and the legacy you want to leave.

We design financial life strategies to meet your ambitions and enable you to navigate changes in lifestyle, health, family, business, economies and markets.

Set up a meeting with us

 

We’d be delighted to meet and discuss your financial life at a time that suits you.
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OUR CLIENTS

 

Our clients are leaders in many of the top private equity, corporate finance, law, accounting and consulting firms, as well as leading executives and entrepreneurs.

We regularly bring our community of clients and shareholders together, alongside leading thinkers from the worlds of business, art, sport, philosophy, philanthropy, journalism, entertainment, technology and sustainability, to discuss and anticipate what the future holds.