How our advice is priced
Fees pay for meetings, analysis, and written recommendations. There is no online checkout on this site; confirmed quotes are agreed before work begins.
Starting prices
Consultation fees at a glance
Complex cases — overseas assets, multiple directors, or contested family situations — are quoted after the introductory call.
-
Wealth Planning Consultation
From £1,850
Standard household engagement including discovery, analysis, written plan, and follow-up call. Additional complexity quoted separately.
-
Retirement Income Review
From £950
Two to three meetings focused on drawdown, annuity timing, and State Pension sequencing with a written options summary.
-
Business Owner Advisory
From £1,400 · quote-based
Depends on company structure, number of directors, and whether an exit or share sale is under discussion. Quarterly retainers available.
-
Inheritance & Estate Conversation
From £780
Preparation notes, facilitated family meeting where appropriate, and a summary for your solicitor. Legal drafting fees are separate.
What influences a quote
- Number of pension pots and investment accounts to inventory
- Whether both partners attend and hold assets in separate names
- Company accounts and director remuneration complexity
- Urgency of a known decision date (retirement, house purchase, share sale)
Payment and deposits
We typically invoice fifty percent on engagement and the balance on delivery of the written plan or review. Deposits are refundable according to our refunds and cancellations policy. Third-party product charges, if you later implement recommendations through a provider, are disclosed separately and are not collected by this website.