Flagship
Wealth Planning Review
A four-week written plan covering pensions, ISAs, protection, and estate intentions for households with complex UK tax wrappers.
From £2,850 for a household review
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Advice engagements shaped around real UK money decisions
Each consultation is a defined piece of work with a clear outcome — not an open-ended retainer sold as a product suite.
Pension Consolidation Advice
Independent guidance on whether to combine old workplace pensions — including defined-benefit transfer risk notes where relevant.
From £950 per scheme review
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Business Owner Exit Planning
Pre-sale and succession consulting for owner-managers who need personal wealth advice alongside company exit timing.
Quote-based after discovery
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Family Inheritance Conversations
Facilitated sessions that help adult children and parents discuss wills, gifting, and care funding without rushing legal documents.
£680 for a half-day facilitated session
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