Consultations

Advice engagements for pension and retirement decisions

Each consultation is scoped to a specific question — income sequencing, scheme health, consolidation, or longer cashflow modelling — under UK financial advice and consulting practice.

Advisor reviewing pension documents at a desk with a notebook and pen

Flagship

Retirement Income Review

A structured review of your workplace and personal pensions, drawdown options, and tax-aware income sequencing for life after work.

From £850 for a single-person review; couples and multi-scheme cases quoted after the introductory call.

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Colleagues discussing paperwork in a bright office meeting

Workplace Pension Health Check

For employees and small employers who want a clear read on contribution levels, charges, and whether the current scheme still fits the workforce.

From £420 for an individual member review; employer scheme reviews quoted separately.

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Calculator and financial statements on a wooden desk

Pension Consolidation Advice

Guidance on whether to combine older pots, when to leave a scheme intact, and how to avoid losing valuable guarantees.

Quote-based after we list each scheme’s features and exit charges.

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