Consultations

Retirement advice you can book by name

Every engagement is a defined piece of work with a clear deliverable. Choose the consultation that matches the decision in front of you.

Adviser reviewing pension statements with a client at a wooden desk

From £650 for a couple’s review · fee confirmed before work begins

Full Retirement Income Review

A structured review of your pensions, savings, and State Pension timing so you can see how retirement income may stretch across later life.

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Stack of organised financial paperwork beside a notebook and pen

From £420 · quote after reviewing your pot list

Pension Pot Consolidation Advice

Guidance on whether to bring scattered workplace pensions together—or leave them where they are—based on charges, guarantees, and access rules.

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Calendar and notebook used for planning monthly retirement withdrawals

£380 for a single session · £520 with a written year-one calendar

Drawdown Sequencing Session

A focused session for people already eligible to access pensions who need a year-by-year plan for withdrawals, tax bands, and cash reserves.

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Couple discussing plans together at a bright meeting table

£560 per couple · limited to six couples per month

Pre-Retirement Couples Workshop

A half-day workshop for couples aligning retirement dates, shared spending, and who will handle which financial tasks after work ends.

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Unsure which consultation fits?

Start with a short discovery call. We will point you to the Full Retirement Income Review, a narrower session, or—when needed—another firm better suited to mortgages or investment dealing.

Book a discovery call