Engagements
From first enquiry to a plan you can hold
Financial advice here is delivered as a defined engagement with a start, a written deliverable, and a clear end — not an open-ended product relationship.
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1
Enquiry & fit check
A short call confirms whether your question fits our consultations. If you need mortgage broking, discretionary management, or specialist overseas pension work, we say so early and point you elsewhere.
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2
Engagement letter
You receive a one-page scope, fixed fee, deposit terms, and a list of documents to gather. Work begins when the letter is signed and the deposit clears.
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3
Discovery meeting
In Corkeryham or by video, we walk through pensions, ISAs, spending, and family priorities. Sofia prepares the pack so the meeting time stays on decisions, not missing statements.
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4
Modelling & written plan
We test scenarios against tax bands and cash-flow reality, then deliver written recommendations with plain-English rationale. A walkthrough meeting follows.
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5
Follow-up window
Flagship retirement engagements include one follow-up call within thirty days. Further work is scoped as a new engagement if circumstances change.
Ready to open an engagement?
Browse consultations or write to us with the decision you need to make this tax year.