What we advise on
Every engagement begins with your documents and questions — not a product list. Choose the consultation that matches the decision in front of you, or start with a whole-of-wealth review if several areas feel tangled.
Flagship
A structured advisory engagement that gathers your pensions, savings, protection, and family wishes into one written plan with clear next steps and transparent fees.
From £1,850 for a household review (scope confirmed after discovery call)
Engagement details
Compare old workplace and personal pensions, weigh transfer costs against clearer oversight, and decide what should stay put.
From £750 for up to three schemes
Engagement details
Shape how salary, pensions, and savings will fund the years after you stop full-time work — including drawdown timing and tax bands.
From £1,200
Engagement details
Talk through lifetime gifts, nil-rate bands, and how property or pensions pass to the next generation — before solicitor drafts begin.
From £650
Engagement detailsIf you are changing jobs, approaching retirement within five years, or expecting a property sale that will leave cash sitting in a current account, start with whole-of-wealth advice. Narrower reviews work better when one document set is already on the table.
Follow our approach