Fees
What retirement consultations cost
Fees are agreed in writing after a discovery call. The figures below are starting points so you can budget before we speak—not fixed online checkout prices.
| Consultation | Starting fee | What shapes the final figure |
|---|---|---|
| Full Retirement Income Review | From £650 (couple) | Number of pots, overseas elements, defined benefit referral needs |
| Pension Pot Consolidation Advice | From £420 | How many deferred schemes sit in scope |
| Drawdown Sequencing Session | £380 session · £520 with year-one calendar | Whether a written calendar is required |
| Pre-Retirement Couples Workshop | £560 per couple | Group place vs private single-couple session |
How payment works
Discovery calls are free. Paid work is invoiced before the working session or workshop date. We accept bank transfer. Deposits and refunds follow our refund policy.
What fees never include
Product charges inside pensions, accountant fees, or specialist defined benefit transfer advice carried out by another firm. If we refer you, that firm’s fee is separate and disclosed before you proceed.
Estimate factors
More than four pots, incomplete statements that need tracing, or dual households with overseas pensions increase preparation time. We flag this on the fee note rather than surprising you mid-review.
Next step
Tell us your rough retirement timing and pot count. We reply within two working days with a fee outline tailored to your scope.
Request a fee outline