Consultations

Advisory work you can commission

Each consultation is scoped around a real household or company decision. Fees cover advice and written recommendations — not an open-ended product subscription.

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Wealth Planning Consultation

A structured advisory engagement for households mapping income, pensions, investments, tax wrappers, and long-term goals into a written plan.

From £1,850 for a standard household engagement

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Retirement Income Review

A focused assessment of defined contribution pots, final salary entitlements, State Pension timing, and drawdown choices before you leave work.

From £950 for a discrete retirement income review

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Business Owner Advisory

Personal financial advice for directors balancing company cash, salary and dividends, pension contributions, and exit timing.

Quote-based from £1,400 depending on company complexity

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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.

From £780 for an initial inheritance conversation package

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