Fees
What consultations typically cost
We charge for advice time and written recommendations — not for opening product accounts. Introductory calls to confirm fit are free; paid work begins only after you accept a written fee note.
Discovery, written plan, presentation meeting, and one follow-up call.
State Pension, workplace pots, and sustainable withdrawal discussion.
Life cover, income protection, and critical illness needs assessment.
Tracing, comparison, and transfer suitability where relevant.
What moves a quote up or down
- Number of pension schemes and whether valuations are already available
- Defined benefit transfers requiring additional research
- Joint planning for couples with separate employment histories
- Whether you need only a meeting note or a full written plan
How payment works
Fees are invoiced on acceptance of the engagement letter. A deposit may be requested for longer projects; the balance is due on delivery of the written recommendations. Pricing on this page is informational — your fee note is the binding figure.
We do not offer subscription tiers or software licences. Ongoing reviews can be arranged as separate paid appointments when you want an annual check-in.
Ask for a fee note