School Finance Specialists

Resource Your Vision, Educate Your Budget.
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Integrated Financial Planning

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My Approach

I understand the education business. I know you want to focus on teaching and learning. I get that money is tight and the future uncertain.

I have learnt that planning one year at a time can limit what can be achieved because real change takes time.

I love working with education leaders to connect vision and strategic financial planning so that dreams for children and young people can be realised.

Professional Development

If you’re looking to inform and empower your team, demystify strategic financial planning or ICFP and you’d like practical advice and tools you can use time and time again, please get in touch.

 Working with you and your team to build capacity is one of my very favourite things to do.

Collaborative Strategic Planning

I always start with a real understanding of your vision and your pupils.

 Using my simple-yet-effective approach to education-centred strategic financial planning, I work with you to tame the uncertainty and build a plan to achieve both educational and financial success.

Financial Healthcheck

Whether completing a formal review to satisfy an external requirement or providing the reassurance an extra pair of eyes, I don’t just look at the numbers.

I take care to understand the connections, relationships, systems and processes that underpin everything you do.


“Susan has made it her business to learn, know and understand how schools work and in doing so, to see through the “numbers,” actually understanding fully the educational impact of budget decisions.”

Tony Bloxham, Director, Taunton Teaching Alliance

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