Comprehensive Financial Planning
A structured review of income, pensions, protection, and savings goals, culminating in a written plan you can act on with confidence.
£850 — fixed fee for the planning engagement
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Consultations shaped around real financial decisions
Every engagement is a human-delivered advice meeting or planning project under UK financial advice and consulting practice — not software access or a subscription product. Fees are stated on each page; implementation of recommended products is optional and explained separately.
Pension Review Meeting
A focused session examining workplace and personal pensions, charges, investment choices, and whether consolidation makes sense for your situation.
£320 — per review meeting, including written summary
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Retirement Income Mapping
Side-by-side modelling of State Pension, defined benefit, and drawdown options so you can see how income might hold through later life.
£480 — engagement fee
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Protection Needs Assessment
An honest look at life cover, critical illness, and income protection against mortgages, dependants, and business commitments.
£195 — assessment fee, waived if you proceed with arranged cover through us
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Inheritance & Family Wealth Conversation
A guided discussion on gifting, trusts referrals, and how pensions and ISAs sit alongside intended bequests — without legal drafting.
£275 — per conversation session
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