Fees
How we charge for advice
Pricing is informational. Exact fees appear in your engagement letter after a discovery call confirms scope. We do not take payment through this website.
| Engagement | Typical basis | Indicative range |
|---|---|---|
| Discovery call | 30 minutes, no obligation | No charge |
| Personal financial planning | Fixed engagement fee | From £1,450 |
| Pension review & consolidation | Fixed fee per case | From £950 |
| Estate & inheritance planning | Quoted after discovery | Depends on family complexity |
| Business owner advice | Fixed engagement fee | From £1,800 |
| Annual review retainer | Yearly meeting + mid-year check-in | From £650 per year |
What moves a quote up or down
- Number of pension schemes and whether transfer analysis is required
- Whether self-employed accounts or company cash extraction need modelling
- Family meetings involving multiple generations or overseas assets
- Urgency driven by retirement dates, redundancy, or probate timelines
Deposits are sometimes requested when we must order paid discharge packs from older schemes. Those costs are listed separately in the engagement letter and are refundable only if we have not yet incurred them—see our refunds & cancellations page.