Consultations

Advice shaped around the decision you face

Every engagement ends with written recommendations you can keep, share with a solicitor, or revisit at tax year-end. We do not sell products or manage money on your behalf.

Calculator and financial planning documents on a desk

Retirement Income Planning

Map pension pots, State Pension timing, and drawdown choices into a clear income schedule for the years ahead.

Typically 4–6 weeks from discovery to written plan · In-person in Corkeryham or by video call across England

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Person reviewing charts and notes at a wooden table

Investment Portfolio Review

Assess existing holdings for risk, cost, and alignment with your goals — without pressure to move money.

2–3 weeks · Document review plus a structured video or office meeting

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Notebook with budget figures beside a fountain pen

Tax-Efficient Savings Guidance

Structure ISA, pension, and allowance use so more of each pound stays working for you.

2–4 weeks · Office meeting in Corkeryham or remote consultation

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Legal and planning documents arranged on a desk

Inheritance & Estate Conversation

Talk through wills, gifts, and IHT exposure in practical terms before instructing solicitors.

1–2 meetings over 3 weeks · Confidential meetings in Corkeryham

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