What we offer

Advice & consultations

Each engagement answers a specific financial advice question. Fees are explained before work begins; nothing here is a software product or subscription.

Adviser reviewing printed financial statements at a desk

Flagship

Financial Planning Consultation

A structured review of income, pensions, savings, protection, and longer-term goals, ending with a written plan you can act on.

From £650 · Fixed fee for the consultation and written plan

Consultation details

Couple reviewing retirement paperwork near a window

Retirement Income Planning

Map how State Pension, personal pensions, and other savings can support the income you need once work slows or stops.

From £850 · Fixed fee

Consultation details

Hand holding a pen above pension scheme documents

Pension Transfer Review

An independent assessment of whether leaving a defined-benefit or older scheme for a personal pension is suitable for your circumstances.

From From £1,200 · Fixed fee; higher for complex schemes

Consultation details

Desk with estate planning notes and a fountain pen

Inheritance & Estate Planning Advice

Practical guidance on how pensions, ISAs, life cover, and gifts sit alongside wills and lasting powers of attorney.

From £750 · Fixed fee

Consultation details

Keys and mortgage paperwork on a wooden table

Mortgage & Protection Advice

Advice on arranging or remortgaging residential borrowing, and selecting life, critical illness, or income protection that fits the loan and household.

From From £400 advice fee · Fee and/or lender procuration fee — explained before you proceed

Consultation details

Unsure which consultation fits?

Describe your question on the contact form — pensions, remortgage, inheritance, or a full planning review — and we will suggest the right engagement.

Ask which meeting you need