Fees
What advice costs before we begin
Fees are fixed for a defined engagement once we understand your paperwork. The figures below are starting points — complex multi-pension cases or joint family meetings may be quoted higher after the discovery call.
Retirement Income Planning
From £850 for a full retirement income review
Fee confirmed after a complimentary discovery call
Investment Portfolio Review
From £650
Quoted after we see the scale of your holdings
Inheritance & Estate Conversations
From £550
Legal fees charged separately by your solicitor
Workplace Pension Guidance
From £395
Suitable for employees and directors alike
What shapes the final fee
- Number of pensions and investment wrappers to review
- Whether both partners attend and share goals
- Urgency around a retirement date or transfer deadline
- Need for solicitor briefing notes on estate matters
Payment
An invoice is issued after the discovery call confirms scope. A deposit may apply for larger retirement income plans; the balance is due on delivery of the written plan. We do not take payment for investment products.
Ongoing advice
Annual review retainers are available after an initial engagement, quoted separately according to the complexity of your holdings. They are optional — many clients return only when a life event changes the plan.