Fees
Clear starting points, adjusted for household complexity
Pricing for our UK financial advice and consulting work is informational. Final fees depend on the number of adults involved, existing pots and policies, and whether meetings are in person or by video.
Family Financial Planning
Fixed engagement fee from £650, depending on household complexity.
From £650
Retirement Income Review
Session-based review from £420.
From £420
Inheritance Conversations
Facilitated session from £380.
From £380
Cash Flow Health Check
Single session from £280.
From £280
What influences the final fee
- Number of income sources and pension pots to review
- Whether both partners attend and need joint written notes
- Complexity of existing protection policies
- Travel or extended video sessions outside standard hours
Deposits and payment
A booking deposit of £100 secures your first meeting and is deducted from the engagement fee. We invoice the balance when the written summary is delivered. We do not take card payments on this website — fees are arranged after we confirm scope.