What you can instruct

Consultations rooted in UK financial advice

Choose the engagement that matches your question. Every consultation begins with a discovery call; paid work starts only after a written fee agreement.

Stone and glass office buildings along a quiet street
Adviser reviewing financial planning documents with a client at a wooden desk
Comprehensive Financial Planning · Flagship

A full household review covering pensions, protection, investments, and cash flow so you leave with a written plan you can follow.

From £850 · Two to four meetings over 6–10 weeks

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Notebook with retirement calculations beside reading glasses
Retirement Income Mapping

Translate workplace pensions, SIPPs, and State Pension forecasts into a sustainable drawdown sequence before you leave work.

From £650 · Two meetings plus written schedule

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Investment Portfolio Review

An independent look at existing ISA, GIA, and pension holdings for cost, risk, and whether they still match your aims.

From £450 · One deep review meeting

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Business Owner Cash & Pension Advice

Align limited company extracts, director pensions, and household spending when trading profits need careful sequencing.

From £750 · Engagement scoped after discovery call

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