Fees
How consultations are priced
Fees reflect preparation time, meeting length, and the written output. Complex cases with many schemes or overseas elements are quoted after we see your documents.
| Consultation | Basis | From |
|---|---|---|
| Retirement Income Planning | Two sessions, written plan, follow-up call | £1,450 |
| Investment Portfolio Review | Single session with written summary | £850 |
| Mortgage & Protection Advice | Initial advice meeting | £395 |
| Inheritance Tax Planning | Structured consultation with solicitor-ready notes | £1,100 |
What affects the final fee
- Number of pension schemes and investment accounts to review
- Whether meetings are video or in person at the Wales office
- Urgency around a house purchase completion date
- Need for coordination with a solicitor or accountant you already instruct
Product arrangement fees for mortgages or protection, where applicable, are disclosed before any application. There is no online checkout; invoices are issued after the scope is agreed.
Ask for a fee estimate