Advice engagements you can book

A structured review of income, pensions, investments, and tax wrappers, followed by a written plan you can act on with your existing providers.

From £1,450 for a household wealth planning consultation. Business-owner or multi-pension cases are quoted after a short scoping call.

Map state pension, defined benefit, and defined contribution income so you know what you can draw sustainably before and after State Pension age.

From £950

An independent reading of a proposed defined benefit transfer or consolidation, focused on what you keep, what you lose, and the charges that follow.

From £1,100

Align salary, dividends, company pension contributions, and personal drawings so household and company cashflow stay in step.

From £1,250