Retirement readiness review
A comprehensive snapshot of pensions, savings, and expected household costs.
£420Services
Retirement planning guidance tailored to your timeline.
Choose a service focused on the decisions you need right now. Every engagement includes a written summary, action checklist, and a clear view of next steps.
What to expect
We work in structured sessions, provide clarity on your options, and prepare you for any regulated advice you may need.
Book a planning conversationService list
Practical support with transparent pricing.
Pension consolidation roadmap
We organise records and highlight decisions that may require regulated advice.
£650State pension and benefits check
Review state pension forecasts, gaps, and timing questions.
£220Retirement income strategy workshop
Scenario planning for drawdown timing, part-time income, and budget adjustments.
£780Lifestyle transition planning
Clarify how retirement changes weekly routines, spending patterns, and family roles.
£360Annual review and decision refresh
A yearly check-in to revisit priorities, documents, and upcoming milestones.
£540Service benefits
Why clients choose our guidance.
Our service is designed for people who want structure and clarity without sales pressure.
- Clear priorities for the next six to eighteen months.
- Written planning packs you can share with advisers.
- Support for couples and intergenerational planning.
Service comparison
Choose the depth of support that fits your needs.
Starter clarity
Ideal for early retirement planning and document organisation.
£320 for a focused single session.
Focused transition
Two sessions with a full retirement readiness map and action plan.
£620 including written guidance.
Comprehensive plan
Three sessions plus a 90-day follow-up and adviser preparation.
£980 for complete decision support.
Process steps
Our planning workflow.
We follow a structured, collaborative approach from first conversation to final action plan.
1
Discovery call
We explore your timeline, household goals, and immediate questions.
2
Planning session
We build your retirement map and identify clear decision points.
3
Action pack
You receive a written plan, document checklist, and next steps.
Service FAQ
Answers to common service questions.
Prices are fixed per service. We will confirm the scope before any engagement begins.
We offer both. Most clients choose a mix of remote sessions and in-person meetings in London.
Yes. We prepare documents and a structured question list so your adviser meeting is productive.