Retirement Income Review
Map how State Pension, workplace pensions, and personal savings can fund the lifestyle you want — and where gaps need attention.
View detailsAbbey Row Wealth Planning
Financial advice shaped around Welsh households and UK pensions.
We sit with you over statements, State Pension forecasts, and family priorities — then write a plan you can follow without jargon.
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Based in Johns Cross · Meetings in person or by video across the UK
Flagship consultation
Wealth Planning Consultation
A structured review of income, savings, pensions, and protection needs, ending with a written plan and a clear order of next steps.
Ideal if you have scattered workplace pensions, a mortgage still to clear, or a retirement date that feels both close and undefined. We do not sell investment products in the first meeting; we map what you already hold.
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Other ways we can help
Each engagement stands alone. Choose the conversation that matches the decision in front of you.
Family Protection Advice
Assess life cover, income protection, and critical illness needs against dependents, mortgages, and household outgoings.
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Pension Consolidation Guidance
Locate and compare scattered workplace pensions, then decide whether consolidation serves costs, flexibility, and retirement timing.
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We work from Ernser Common in Johns Cross — close enough for face-to-face meetings, connected enough for clients elsewhere in Great Britain.
From a recent plan
“They waited until we had every pension valuation on the table before suggesting anything. The written plan finally showed which pots were worth leaving alone.”
— Helen M., retirement income review, CardiffHow appointments work
Introductory calls are free and short. Full consultations are fee-based and scheduled once we confirm the right scope for your pensions and household goals.
View appointment stagesReady to bring your statements?
Tell us briefly what you want to clarify — retirement timing, protection gaps, or scattered pensions — and we will suggest a suitable next meeting.