Consultations

Each engagement is a defined piece of UK financial advice work with a clear output — usually a written plan or recommendation letter — not an open-ended product subscription.

Desk with financial documents, calculator, and reading glasses

From £1,450 · Typically 4–6 weeks from discovery to written recommendations

A structured advice engagement that maps income, pensions, protection, tax wrappers, and goals into a written plan you can act on.

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Person reviewing charts and notes at a wooden table

From £850 · 2–3 meetings over 3–5 weeks

Model how State Pension, private pensions, and drawdown choices could fund the years after you leave employment.

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Two people in conversation across a meeting table

From £650 · Usually two meetings

Practical advice on wills, gifts, pension death benefits, and how UK inheritance tax allowances may affect your family.

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Professional in a tailored jacket standing in a bright office

From £1,100 · 3–4 weeks including accountant liaison

Align salary, dividends, and pension contributions for directors of UK limited companies without overcomplicating payroll.

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