Our Services

Tailored pension strategies with transparent pricing.

What You're Actually Paying For

Every service we offer is designed to solve a specific pension problem. No bundled packages you don't need. No hidden fees. Just clear pricing for clear outcomes.

Choose the service that matches where you are right now. You can always add more later.

Pension Audit & Consolidation

£847.50

We track down all your existing pension pots, analyze their performance and fees, then recommend whether consolidation makes sense.

What's Included:

  • Full pension trace across all providers
  • Performance analysis for each fund
  • Fee comparison and hidden cost identification
  • Consolidation recommendation report
  • Transfer support if you choose to consolidate

Timeline: 2-3 weeks

Retirement Income Projection

£573.25

Find out exactly how much income you'll have at different retirement ages, factoring in state pension, workplace pensions, and personal contributions.

What's Included:

  • Detailed income modeling at ages 60, 65, and 70
  • State pension calculation and eligibility review
  • Inflation-adjusted projections
  • Gap analysis between expected income and expenses
  • Scenario planning for early or delayed retirement

Timeline: 1-2 weeks

Tax-Efficient Contribution Planning

£692.80

Optimize your pension contributions to maximize tax relief while staying within allowance limits and avoiding unnecessary charges.

What's Included:

  • Personal allowance and tax band analysis
  • Contribution strategy to maximize relief
  • Annual allowance usage review
  • Carry-forward calculation if applicable
  • Employer salary sacrifice assessment

Timeline: 1 week

Workplace Pension Review

£445.90

Audit your current employer's pension scheme to ensure you're getting the best match, the right funds, and reasonable fees.

What's Included:

  • Scheme structure and employer match review
  • Fund selection analysis
  • Fee benchmarking against market standards
  • Contribution optimization recommendations
  • Alternative scheme comparison if applicable

Timeline: 5-7 days

Pre-Retirement Strategy Session

£1,120.40

Comprehensive planning for those within 5-10 years of retirement, covering drawdown strategies, tax planning, and income sequencing.

What's Included:

  • Full pension and asset review
  • Drawdown vs annuity analysis
  • Tax-efficient withdrawal strategy
  • State pension deferral assessment
  • Estate planning and beneficiary review
  • Two follow-up consultations within 6 months

Timeline: 3-4 weeks

Annual Pension Health Check

£324.65

Yearly review to ensure your pension strategy stays aligned with life changes, market conditions, and regulatory updates.

What's Included:

  • Performance review of all pension accounts
  • Contribution level reassessment
  • Regulatory change impact analysis
  • Projection update based on current values
  • Adjustment recommendations for the year ahead

Timeline: 3-5 days

Pricing Notes

All prices are one-time fees unless otherwise stated. No ongoing charges, no percentage-based fees on assets, no hidden costs.

If you need multiple services, we can bundle them at a reduced rate. Contact us for a custom quote.

Payment is due upon completion of the service, after you've received your final report and recommendations.

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