Appointments
A clear path from first enquiry to written recommendations — so you know what happens before any fee is due.
Enquiry
Send a short note about the decision you face — pension transfer, retirement income, inheritance, or director pay. We reply within two working days with available discovery slots.
Discovery call
A complimentary 30–40 minute conversation to test fit and outline likely scope. No advice is given at this stage; we confirm whether a paid engagement makes sense.
Fee letter & document pack
You receive a written fee and scope. Once accepted, we send a fact-find and a list of statements to gather. Work does not start until those arrive.
Advice meetings
Meet at 746 Drew Cliffs, Armstrong-under-Zemlak, Wales, United Kingdom, or by video. Most reviews need two meetings: analysis and recommendations. Partners or accountants may join when useful.
Written plan
Recommendations arrive in writing. Implementation — applications, transfers, nominations — is optional and quoted separately if you want our help.
Choose a consultation, then book discovery
Browse the advice engagements we offer, or go straight to the enquiry form if you already know the question on your desk.
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