Flagship
Comprehensive financial planning review
A full household or director-level review of cash flow, pensions, investments, protection, and tax wrappers, ending in a prioritised written plan.
Engagement detailsOur counsel
Consultations for the decisions on your desk
Each engagement begins with a scoped letter of engagement. You choose a single-issue review or a full household planning cycle; we never sell packaged “modules” that ignore your actual balances.
Consultation
Retirement income review
Stress-test drawdown, annuity choices, and state pension timing against the lifestyle income you actually need.
Engagement detailsConsultation
Investment second opinion
An independent reading of a portfolio, adviser recommendation, or wealth-manager proposal before you sign.
Engagement detailsConsultation
Protection & estate cover audit
Check life cover, income protection, and critical illness against mortgages, dependents, and business share agreements.
Engagement details