Consultations
Each consultation is a defined piece of work: discovery, analysis of what you already hold, and recommendations you can act on with your existing providers or through regulated channels.
Flagship
A structured review of your income, savings, pensions, and protection needs, leading to a written plan you can act on with confidence.
From £850 for a standard consultation; complex estates or multiple pension schemes quoted separately
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Map how State Pension, workplace pensions, and personal savings can fund the lifestyle you want — and where gaps need attention.
From £650
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Assess life cover, income protection, and critical illness needs against dependents, mortgages, and household outgoings.
From £450
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Locate and compare scattered workplace pensions, then decide whether consolidation serves costs, flexibility, and retirement timing.
Quote-based, typically £500–£1,200 depending on scheme count
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