Anchor House

Advice areas

Engagements shaped around real household decisions

Each piece of work has a defined scope, timeline, and fee basis. Start with a full planning review, or choose a narrower pension or protection engagement.

Flagship

Desk with financial documents, calculator, and notes during a planning session

Comprehensive Financial Planning Review

A structured review of cash flow, pensions, protection, and investments, culminating in a written plan you can act on over the next twelve months.

Typically 4–6 weeks from first meeting to final plan pack

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From £850

Coins stacked beside a notebook representing pension savings

Pension Consolidation Advice

Clear recommendations on whether to bring workplace and personal pensions together, with a comparison of charges, investment approach, and safeguarded benefits.

Usually 2–4 weeks depending on scheme paperwork

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From £1,100

Calendar and pen used for retirement timeline planning

Retirement Income Mapping

Model how State Pension, defined benefit income, and drawdown interact, then set a sustainable withdrawal sequence for the early years of retirement.

Three meetings over roughly three weeks

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From £450

Family walking outdoors along a coastal path

Protection & Family Cover Review

Check life cover, critical illness, and income protection against mortgage and family needs, then recommend adjustments without product pressure.

One discovery call and one recommendation meeting

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