Consultations
Each consultation has a defined scope, written output, and a clear next step. Choose the engagement that matches the decision in front of you.
A structured review of pensions, drawdown options, and cash-flow needs so your later years rest on clear figures rather than hope.
From £1,450 for a standard two-session retirement income engagement. Complex multi-scheme cases quoted individually.
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An independent look at how your ISAs, pensions, and general investment accounts sit together—charges, risk mix, and purpose.
From £850 for a single-session portfolio review with written summary.
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Guidance on repayment structure, protection cover, and how a new mortgage fits your wider household budget.
Initial advice meeting from £395; product arrangement fees discussed before any application proceeds.
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A careful walk-through of estate values, nil-rate bands, and gifting options so families can plan without rushed decisions.
From £1,100 for a structured consultation with written notes for your solicitor.
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