What we offer

Consultations for UK financial decisions

Each engagement is human-delivered advice: discovery, analysis and written recommendations. Choose a focused review or the flagship comprehensive plan.

Adviser and client reviewing financial documents at a desk
Flagship

Comprehensive Financial Planning

A structured review of income, spending, pensions, investments and protection, followed by a written plan you can act on over the next twelve months.

Fixed engagement fee from £1,850, confirmed after the introductory call once scope is clear.

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Notebook with retirement planning notes beside a calculator

Retirement Income Planning

Map how defined contribution pots, final salary income and State Pension fit together so withdrawals feel deliberate rather than improvised.

From £1,200 for a focused retirement income review.

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Stock market charts printed on paper next to a pen

Investment Portfolio Review

An independent look at existing ISA, GIA and pension holdings — costs, risk match and whether the mix still suits your aims.

From £950 for a one-off portfolio review.

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Person reviewing insurance policy paperwork

Protection Planning Review

Check whether life cover, critical illness and income protection still match salary, mortgage and dependants — without pressure to buy.

From £450 for a protection gap review.

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