Prices & Process
Complete transparency, complete control
- Free Consultation
- Free Consultation
- Free Consultation
Flexible | Fair value guarantee | Lightning sessions
Here at every step.

Our process is broken down into four individual stages. One step at a time. Each serves its own purpose and delivers great value.
If you reach the end of a stage and don’t feel you’ve had sufficient value then our fair value guarantee means you don’t pay.
Step 0
Meet your guide £0
Lets see if we’re a good fit. You will get:

- A feel for who we are, what we can offer and the way we work
- To tell us in detail why you’re seeking advice, to outline of your position and to clarify what you hope to accomplish
- To ask any initial questions you might have. Assess whether we can help (& if we can’t rest assured that we’ll signpost you somewhere useful)
Step 1
Current destination £950
What if you keep doing what you’re currently doing? You will get:

- A full financial evaluation & technical cash flow planning giving you a precise grasp on your current financial situation
- Prompted to deeply consider your financial goals & your personal ambitions
- A forward projection in time of your current financial trajectory, enabling insightful assessment against your future goals & ambitions
- Financial problems or deficiencies identified & areas for optimisation highlighted
*£1,500 to £3,000 depending on complexity
Step 2
A better route £2,250*
Enhance your financial potential. You will get:

- A bespoke financial strategy designed to move you towards realisation of your future goals
- In-depth technical analysis around the cost efficiency, performance & quality of current pensions, investments & plans
- An assessment of your attitude towards investing & risk-taking to ensure alignment with your investment strategy
- A range of strategic recommendations which address problems or deficiencies & enhance your financial potential
- Full access to educational resources, trusted partners & our network of professional connections
Step 3
Fully Guided™ 1%*
Complete financial optimisation. You will get:

- Peace of mind, fee savings & total financial optimisation as we take full responsibility for the implementation of your financial plan
- Specific tactical recommendations. We identify the very best pensions, plans, investment solutions, provider cover etc. All tailored to you.
- Specific action steps to manage your tax position, which we fully implement
- Us doing the hard yards. We liaise with providers, do the paperwork, deal with investment managers & all the other parties involved
- Post implementation, the ongoing monitoring & tracking of your assets & liabilities, actively adjusting in response to policy or legal change
- Not just a tick box annual review. We repeat steps one & two entirely each year.
- Everything included. All new investments, all tactical changes, anything that’s needed to keep you optimised is included in the ongoing fee
- Permanent access to our team, our contacts, our knowledge. Regular check-ins to keep you on track ensuring you feel fully supported
*1% initial implementation fee & 1% per annum ongoing
Lightning sessions £250
One-off stand alone sessions to address a specific issue or take a particular action.
- A sounding board
- A second opinion
- One off actions like tax planning or technical calculations
- A neutral professional to help resolve settlement issues
It all starts with the first step.
Book a zero cost call to meet us, ask questions and see if we’re the right fit.