Flagship engagement
Financial Planning Consultation
A ninety-minute fact-find followed by a written plan covering cash flow, retirement trajectory, protection gaps, and the decisions that can wait. Fees are fixed and explained before you book.
For households and business owners who want clarity before moving pensions, remortgaging, or making large gifts.
Read the full scopeRelated consultations
Each engagement addresses a distinct UK financial advice question — not renamed tiers of the same meeting.
Retirement Income Planning
Map how State Pension, personal pensions, and other savings can support the income you need once work slows or stops.
View details
Pension Transfer Review
An independent assessment of whether leaving a defined-benefit or older scheme for a personal pension is suitable for your circumstances.
View details
Inheritance & Estate Planning Advice
Practical guidance on how pensions, ISAs, life cover, and gifts sit alongside wills and lasting powers of attorney.
View details
Mortgage & Protection Advice
Advice on arranging or remortgaging residential borrowing, and selecting life, critical illness, or income protection that fits the loan and household.
View detailsHow clients describe the work
More client stories“We came in with three old workplace pensions and no idea which to touch. Eleanor spent the first meeting just listing charges and death nominations before she suggested anything.”
From the guides
Reading your State Pension forecast before you retire
A State Pension forecast is more than a single weekly figure — it shows gaps, National Insurance years, and when you can claim.
Read the guidePrefer to talk through dates first?
Appointments are available in our Parker-on-Bednar office or by video. We reply within two working days.