The first conversation
Your first conversation with us is about clarity. We want to understand what you have in place, what is worrying you, and whether there is a genuine problem to solve. There is no charge for that first discussion.
If you need advice
Costs depend on the type of work involved. A pension review, retirement planning exercise, investment recommendation or ongoing service are not all the same job, so they are not all priced in the same way.
What matters is that we explain the scope and the cost in plain English before you make a decision.
What we will not do
We do not believe in making charges feel vague or secondary. You should not have to guess what the next stage costs, or discover it halfway through the process. Transparency is part of the service, not an optional extra.