Fees
Clear starting points, fixed quotes before work begins
Advice fees are agreed in writing after the introductory call. The figures below are typical starting points for UK household work — not a menu of subscriptions.
-
Introductory call
Twenty to thirty minutes to understand your situation and whether we are the right fit.
No charge
-
Comprehensive Financial Planning Review
Full household plan pack with cash-flow, pensions, investments, and protection. Couples with multiple defined-benefit schemes receive a tailored quote.
From £1,450
-
Pension Consolidation Advice
Comparison of pots, charges, and safeguarded benefits with a written recommendation.
From £850
-
Retirement Income Mapping
Three-meeting sequence and written income map for the early years of retirement.
From £1,100
-
Protection & Family Cover Review
Life, critical illness, and income protection checked against mortgage and dependants.
From £450
-
Ongoing planning retainer
Annual review meetings and plan updates after an initial engagement. Quoted only when ongoing oversight is useful.
Quoted individually
What influences a fixed quote
Number of pension schemes, whether defined-benefit research is required, joint versus individual advice, and how quickly providers return paperwork. Complex inheritance or business-owner arrangements sit outside the starting fees above.
How fees are paid
We invoice advice fees directly. Where you later instruct product implementation, any provider-facilitated fee is explained separately and never presented as the only way to pay for advice.
What is not included
Accountancy, tax return filing, legal drafting, and discretionary investment management are outside these engagements. We can introduce other professionals when needed.
Request a fee estimate
Share a short outline of your pensions and goals. We reply with a fixed quote before any paid work starts.
Request a fee estimate