Flagship engagement
Personal Financial Planning
A written cash-flow and goal plan covering pensions, ISAs, protection, and near-term spending decisions for households and freelancers.
From £1,450 fixed engagement fee
Consultations
Advice we deliver
Each engagement is quoted after a discovery call. Below is the family of UK financial advice and consulting work we regularly take on from our Northern Ireland office.
Pensions
Pension Review & Consolidation
Statement analysis across workplace and personal pensions, charge comparison, and transfer advice only where it improves your position.
From £950 fixed fee
Family wealth
Estate & Inheritance Planning
Conversations on gifting, nil-rate bands, and how pensions and ISAs sit within a family inheritance picture—coordinated with your solicitor.
Quote after discovery
Business owners
Business Owner Advice
Director pension contributions, company cash extraction sequencing, and personal protection reviewed against trading cash flow.
From £1,800 engagement