bringing out the best in boys

Financial Efficiency Reviews and Consultancy

Schools and academy trusts can self-assess their financial health and efficiency using a variety of methods. But there are times when they are likely to need additional support to help them review their current position, identify issues and risks, and take appropriate action to address these.

 As a result, Wellacre have a 'financial health check' offer which we can deliver to school sector organisations which can be tailored to the needs of schools and trusts.  There will be three levels on offer, depending on need. The packages would be bespoke according to need and the number of days would range from 1 -10 days depending on the level of check.

Check 1: Review

A short financial health check of the school or trust’s current position to test if systems, skills and procedures could be improved, and to aid longer term capacity development.

Check 2: Investigate

To address specific issues identified by schools and trusts, and to manage financial pressures effectively whilst maintaining or improving educational standards.

Check 3: Resolve

In-depth support to plan and deliver change for schools or trusts in financial difficulty.

Further information on the 'financial health check' offer can be obtained by emailing Paula Bailey, Business and Finance Director at Wellacre on pbailey2(at)

Consultancy Services

Within the Wellacre Support Services team we hold a vast array of experience and skills. Individual schools, schools' forums or groups of schools or academies may be looking for bespoke consultation or training in a particular business leadership or management area. For example:

  • Appraisal of business leaders, managers and other support staff
  • Support staff efficiency and structuring
  • Support to principals, headteachers and governors in leading and managing business and support staff
  • Modelling job descriptions and structures for support staff

We are able to offer consultancy day services to work with individuals or a group. For further information on the consultancy services we can offer please email Paula Bailey, Business and Finance Director at Wellacre on pbailey2(at)