Consultations
Each engagement starts with what prompted your enquiry — a remortgage, scattered pensions, thin protection, or the years before leaving full-time work — then matches the depth of work to that question.
A structured review of income, savings, pensions, and protections for households planning their next five to ten years in the UK.
From £485 for a standard household review. Larger estates or multi-pension cases are quoted after an initial call.
View details
Practical guidance on whether to gather old workplace pensions, keep them separate, or adjust contributions toward retirement milestones.
From £320 per engagement
View details
A calm assessment of life cover, income protection, and critical illness needs against family outgoings and existing workplace benefits.
From £275 per assessment
View details
Scenario planning for the five years before leaving full-time work, including State Pension timing and drawdown sequencing.
From £560 per plan
View details