Fees
What planning costs before you open a statement
Fees are agreed in writing before we begin. Complex estates and multi-company director situations are quoted after a short scoping call — we do not publish subscription tiers because advice is not a monthly software product.
Personal Financial Planning
From £450
Fixed fee from £450 for a standard personal plan; complex cases quoted after the fact-find
A structured review of income, pensions, savings and protection so you leave with a written plan you can follow.
Consultation detailsRetirement Income Review
From £550
Fixed fee from £550
Map State Pension timing, workplace pots and drawdown choices into a sustainable income picture.
Consultation detailsInheritance & Family Wealth Conversations
From £380
Session fee from £380; wider estate projects quoted
Practical conversations on gifts, wills readiness and how family wealth moves between generations.
Consultation detailsBusiness Owner Financial Review
From £650
Quoted after a short scoping call; typically from £650
Separate personal wealth from company cash so directors can plan drawings, pensions and protection with confidence.
Consultation detailsWhat influences a quote
- Number of pension pots and historic providers to chase
- Whether both partners attend and hold separate pots
- Company accounts needed for director reviews
- Coordination with your solicitor on larger gifts or wills
Payment
An invoice is issued when you accept the engagement letter. A deposit may apply for larger projects; see our refunds and cancellations page for timing rules. Pricing here is informational — there is no online checkout.