Fees
Transparent starting points, scoped before you commit
Pricing below is informational. After an introductory conversation we confirm a fixed fee for the agreed scope. There is no checkout on this site and no subscription for advice.
What shapes the fee
Document volume, number of properties or pension schemes, whether adult children join meetings, and whether we coordinate with your solicitor mid-engagement. Complex business interests or cross-border assets are quoted individually.
Estate & Inheritance Planning
Structured advice on wills, trusts, gifts and inheritance tax so your family's assets pass according to your wishes.
From £1,450 for a standard estate overview; complex multi-property or business estates quoted individually.
Consultation outlineRetirement Income Planning
Build a sustainable drawdown and annuity strategy around your State Pension, workplace pots and private savings.
From £950 for a retirement income review.
Consultation outlinePension Consolidation Review
Trace old workplace schemes, compare charges and benefits, and decide whether consolidation makes sense.
From £750 depending on the number of schemes.
Consultation outlineInvestment Portfolio Review
An independent look at your ISAs, bonds and general investments against your goals and risk comfort.
From £850 for a single-portfolio review.
Consultation outlineFamily Wealth Conversations
Facilitated meetings that help parents and adult children discuss inheritances, gifts and shared property plans.
From £600 per facilitated session.
Consultation outlineIntroductory meeting
A short call or visit to confirm fit is complimentary. If we proceed, the discovery meeting for the chosen consultation is included in that engagement fee.
Payment & timing
We invoice on engagement acceptance. Deposits and refund terms are set out on our refunds page. Work begins once the agreed deposit or fee schedule is confirmed.