Financial advice engagements you can book

A structured review of pension pots, State Pension timing, and drawdown choices so you can map a sustainable income through later life.

Fixed engagement fee from £1,850, confirmed after the introductory call based on the number of pots and complexity.

Compare scattered workplace pensions and decide whether combining them improves charges, flexibility, and oversight — without rushing a transfer.

From £950 for a standard review of up to four schemes.

A careful walkthrough of nil-rate bands, gifts, and estate shape — focused on family intentions rather than product sales.

From £720 for a two-hour consultation and summary note.

Assess life cover, critical illness, and income protection against mortgage and family commitments so gaps are visible before a claim is needed.

From £480; product arrangement fees discussed separately if you proceed.

Revisit risk tolerance, time horizon, and existing ISAs or general investment accounts after a life change or market period of unease.

From £1,100 depending on the number of accounts and holdings.