Fees
What advice work tends to cost
Fees are quoted after an introductory call once we understand your pots, deadlines, and whether couple planning is required. Figures below are informational starting points—not a checkout.
| Consultation | Typical basis | From |
|---|---|---|
| Retirement Income Planning | Fixed fee for a written plan; couple work quoted separately | £1,850 |
| Workplace Pension Consolidation Review | Fixed fee covering scheme comparison and recommendation letter | £950 |
| ISA & Investment Portfolio Advice | Initial review fee; implementation support if agreed | £750 |
| Inheritance Tax Planning Consultation | Fixed fee for analysis and planner’s report (legal drafting excluded) | £1,200 |
| Annual Wealth Review | Per review meeting and update note | £480 |
What changes the fee
- Number of pension schemes and how complete the statements are
- Whether advice covers one person or a couple with joint cashflow
- Defined Benefit transfer analysis (where suitable and permitted)
- Urgency around leaving work or scheme deadlines
Payment & deposits
We invoice for advice work in stages: a booking deposit to reserve the fact-find meeting, then the balance on delivery of the written recommendation. No payment is taken through this website.
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