Consultation
Pension Review Meeting
A focused session examining workplace and personal pensions, charges, investment choices, and whether consolidation makes sense for your situation.
From £320 — per review meeting, including written summary
Who it is for
Employees and the self-employed reviewing pensions before a job change, retirement, or consolidation decision
Duration & delivery
90-minute meeting plus written notes within five working days
Fee basis
£320 — per review meeting, including written summary
Next step
Book a pension review appointment.
Book this meeting
Tell us which decision you are facing and we will confirm suitability before holding a diary slot.
Enquire now