Consultations

Advice shaped around pensions and household wealth

Each engagement is a regulated advice conversation with a written outcome—not a product catalogue. Start with the consultation that matches the decision in front of you.

Advisor reviewing pension documents at a desk

Flagship

Retirement Income Planning

Map your pension pots, State Pension timing, and drawdown choices into a clear income plan you can live on.

From £1,850 for a single-person plan; couple plans quoted after the introductory call

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Pension paperwork and calculator on a wooden table

Workplace Pension Consolidation Review

Compare scattered workplace pensions and decide whether to leave, transfer, or combine them with care.

From £950

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Investment charts and notebooks on a desk

ISA & Investment Portfolio Advice

Align Stocks & Shares ISAs and taxable holdings with your risk comfort, time horizon, and tax allowances.

From £750 for an initial portfolio review

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Inheritance Tax Planning Consultation

Review gifts, pensions, and estate structure so more of what you leave reaches the people you intend.

From £1,200

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Annual Wealth Review

A yearly check of contributions, withdrawals, tax wrappers, and life changes that alter your plan.

From £480 per review

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