Retirement Income Review
A focused assessment of defined contribution pots, final salary entitlements, State Pension timing, and drawdown choices before you leave work.
View detailsScotland-based · advising across the UK
Financial advice written for the life you are funding
Bridgepoint Wealth Consulting helps households and directors organise pensions, tax wrappers, and retirement income into plans you can act on — not product catalogues dressed as guidance.
Meetings in Macejkovic Hill, Scotland — remote consultations available nationwide.
Flagship consultation
Wealth Planning Consultation
A structured engagement for households mapping income, pensions, ISAs, and long-term goals into a written plan with clear next actions.
Over four to eight weeks we inventory what you hold, test it against your timelines, and deliver a plan you can share with a partner or accountant. Fees start from £1,850 for a standard household. Legal drafting and mortgage broking remain with specialists we can introduce when needed.
- Discovery meeting in person or by video
- Written plan with contribution and review guidance
- Follow-up call to walk through decisions
Related consultations
Other ways we advise
Each consultation is a distinct piece of work — not renamed tiers of the same package.
Business Owner Advisory
Personal financial advice for directors balancing company cash, salary and dividends, pension contributions, and exit timing.
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Inheritance & Estate Conversation
Practical guidance on wills, gifts, trusts, and lifetime gifts so family wealth passes with fewer surprises for heirs.
View detailsFrom clients
Evidence from real engagements
“They spent two meetings on our three workplace pensions before recommending anything. We still hold two of them; the third was consolidated after we understood the charges.”
Helen & Mark R., Edinburgh — Wealth Planning Consultation
“The retirement review made drawdown feel less abstract, though I wished we had started a year earlier — some of the annuity rates we liked had already moved.”
Ian P., Glasgow — Retirement Income Review
Field Notes
Guides from recent advisory work
Short articles on pensions, ISAs, and retirement income decisions — written for UK households, not generic productivity tips.
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When to review your UK pension mix without chasing markets
A practical checklist for households deciding whether a pension review is useful this year — focused on life events, not headlines.
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ISA or pension first — a household decision framework
How couples in Scotland and across the UK can weigh liquidity, tax relief, and retirement access when deciding where the next pound should go.
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Preparing documents for a first financial advice meeting
A calm packing list for clients before a wealth planning consultation — what to gather, what can wait, and how to phrase your goals.