Fees
How advice engagements are priced
We quote fixed fees where scope is clear, and provide ranges when provider response times or company structures vary. No monthly software-style subscription for advice.
| Engagement | Typical fee basis | Notes |
|---|---|---|
| Discovery call | Complimentary (30 minutes) | Confirms fit and rough fee range |
| Wealth Planning Review | From £2,850 fixed | Household scope; DB transfer analysis extra |
| Pension consolidation advice | From £950 per scheme | Depends on provider response and guarantees |
| Family inheritance session | £680 half-day | Facilitation and written summary |
| Business owner exit planning | Quoted after discovery | Aligned to deal timetable and advisers involved |
What influences a quote
Number of pension schemes, presence of defined-benefit benefits, overseas assets, and whether recommendations must coordinate with a live company sale all change analysis time. We state assumptions in the letter of engagement.
Payment timing
Typically 50% on engagement and 50% on delivery of the written plan, by bank transfer. Deposits for booked half-day family sessions are covered in our refund notice.
What we do not charge
We do not take a percentage of assets under advice as an automatic annual fee unless you separately request ongoing reviews, which are scoped annually.