Consultation
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
Request this consultation
Who it is for
Couples and family directors in England who hold multiple pensions, taxable portfolios, or inheritance questions and want one coherent written plan before instructing product providers.
What you receive
- Documented fact-find covering income, expenditure, assets, and liabilities
- Tax-wrapper mapping across pensions, ISAs, and general accounts
- Written recommendations with priority sequencing for the next ninety days
- Joint delivery meeting with space for your accountant or solicitor
What sits outside this engagement
- Ongoing discretionary investment management
- Preparation of tax returns or trust deeds
- Contingent charging on pension transfers
How the review unfolds
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Discovery call
A complimentary thirty-minute conversation to confirm whether a full review is the right engagement and to outline fee range.
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Fact-find meeting
We gather statements, clarify goals such as retirement timing or school fees, and identify any hard constraints.
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Analysis & draft plan
Our team models cash-flow, wrapper capacity, and protection gaps, then drafts recommendations in plain English.
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Delivery meeting
You receive the written plan, we walk through trade-offs, and you leave with a sequenced action list.