Advice menu
Each engagement is a regulated advice process with a clear scope, fee, and written outcome. Start with the consultation that matches the decision in front of you.
A structured review of pensions, drawdown options, and cashflow so you can plan income through retirement with clearer numbers.
Fixed engagement fee from £1,450, depending on the number of schemes and complexity of drawdown.
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Compare old workplace pensions and decide whether consolidating into one arrangement makes sense for charges, benefits, and control.
From £950 for up to three schemes
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An independent look at how your ISAs, bonds, and general investment accounts are allocated against your goals and risk tolerance.
From £1,100 for a one-off review
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Assess life insurance, critical illness, and income protection needs for your household or business partners.
From £450 for a protection needs analysis
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Coordinate personal and company finances — directors' pensions, exit timing, and extracting profits tax-efficiently within UK rules.
Quote-based after an introductory meeting
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