Retirement Income Mapping
Two meetings, a written income map, and a follow-up call. Price reflects the number of pension arrangements reviewed.
From £1,450
Fees
Clear prices before any advice is delivered
We quote in writing after a short discovery conversation. The figures below are starting points for common UK financial advice engagements; complex estates or many pension schemes may sit higher.
Investment Portfolio Review
Independent review of holdings against risk, charges, and purpose. Single-portfolio engagements start here.
From £850
Protection Needs Assessment
Structured comparison of life cover, income protection, and critical illness against debts and dependants.
From £395
Inheritance Tax Planning Review
Planning letter covering gifts, trusts, and allowances, with solicitor referrals where drafting is required.
From £1,100
Mortgage Advice Consultation
Fee structure explained before any application. Often a broker fee and, where applicable, lender procuration. Exact figures depend on loan size and work involved.
Quoted per case
What shapes the final quote
- Number of pension schemes, trusts, or investment accounts to review
- Whether meetings are remote or require travel beyond our usual office hours
- Urgency driven by a remortgage end date or impending retirement
- Need for coordination with your solicitor or accountant
Fees cover advice time and written recommendations. They do not include product charges levied by pension providers or lenders, nor legal drafting fees.
These pages are informational only. No payment is taken on this website.