Consultation
Wealth Planning Consultation
A structured review of your income, savings, pensions, and protection needs, leading to a written plan you can act on with confidence.
Who it is for
Individuals and couples across Wales and the wider UK who want clarity on how their money supports retirement, family goals, and protection against the unexpected.
The result
A personalised wealth plan covering cash reserves, pension positioning, investment allocation principles, and recommended next steps — delivered in plain English.
Scope
Two meetings (discovery and plan presentation), a written recommendations summary, and a follow-up call within 30 days of the plan delivery.
Included
- Full discovery session covering income, outgoings, assets, and liabilities
- Pension and savings review against your stated goals
- Written plan with prioritised actions
- One follow-up call within 30 days
Not included
- Discretionary investment management
- Tax return preparation
- Mortgage broking or product sales
How the work unfolds
- Book an introductory call to confirm fit and scope
- Complete a short fact-find before your discovery meeting
- Attend discovery (in person at Johns Cross or by video)
- Receive your written plan at a presentation meeting
- Optional follow-up call to answer questions as you begin implementing
Practical details
Provider: A Chartered Financial Planner at Abbey Row Wealth Planning
Timeline: Typically four to six weeks from discovery to plan presentation
Location: In person at our Johns Cross office or by secure video call across the UK
Preparation: Gather recent pension statements, savings balances, and any existing insurance schedules. A rough monthly budget helps but is not required.
Constraints: We provide regulated advice where appropriate and will confirm permissions before any recommendation that requires authorisation. We do not hold client money.
Fees: From £850 for a standard consultation; complex estates or multiple pension schemes quoted separately
Request a consultation date via our appointments page or contact form.
Ask about availability