Fees
How we charge for counsel
Pricing is informational. We agree a written fee before analysis begins. There is no online checkout and no subscription toggle — only engagement fees suited to advice work.
| Consultation | Typical basis | Notes |
|---|---|---|
| Retirement Income Planning | Fixed fee from £1,850 | Depends on number of pots and whether a partner’s affairs are included |
| Investment Portfolio Review | From £950 | Single-household holdings; complex share schemes quoted separately |
| Business Owner Cash & Pension Advice | Quote from £2,200 | Scope set after a short call with director and, where helpful, accountant |
| Inheritance & Family Wealth Conversation | From £1,200 | Advice note only; legal drafting remains with your solicitor |
What influences the final fee
- Number of pension schemes and providers to obtain valuations from
- Whether company and personal finances must be modelled together
- Need for multi-generational meetings or solicitor coordination
- Urgency around a known retirement or disposal date
Payment & deposits
A booking deposit may be requested to secure meeting dates. The balance is due on delivery of the written advice letter. See our refund policy for cancellation and rescheduling rules.