Consultations

Advice engagements you can book by name

Each consultation has a defined question, a document list, and a written output. Choose the engagement that matches the decision in front of you.

Open notebook with retirement planning notes beside a cup of tea

Flagship

Retirement Income Planning

A structured review of pensions, drawdown options, and lasting income needs for people approaching or already in retirement.

Fixed engagement fee from £1,450, confirmed after the introductory call once document volume is clear.

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Desk with financial statements and a fountain pen

Pension Consolidation Review

Compare scattered workplace and personal pensions and decide whether combining them would reduce charges or simplify administration.

From £890 for a two-pot review; additional pots quoted after document intake.

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Charts and papers spread across a wooden table

Investment Portfolio Review

An independent look at ISA and general investment account holdings against your time horizon, tax wrappers, and income needs.

From £750 for a single-wrapper review; multi-wrapper portfolios priced after an initial scope call.

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Family documents organised in a leather folder

Inheritance Tax Conversation

A focused session on how gifts, pensions, and property sit within current UK inheritance tax allowances — preparatory to solicitor work, not a substitute for it.

£420 for a two-hour consultation and summary note.

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