Consultations
Each consultation is scoped before paid work begins. Choose the engagement that matches the question you are ready to settle — retirement timing, pension transfers, portfolio mandate, or director remuneration.
Flagship
A structured planning engagement for UK households and owner-managers who need a written view of income, pensions, tax wrappers, and sequenced next steps.
Consultation details
A focused review of workplace and personal pensions to decide which schemes to retain, transfer, or leave alone — with charges, guarantees, and tax timing made clear.
Consultation details
An independent reading of an existing ISA, GIA, or pension portfolio — costs, risk alignment, and whether the holdings still match your stated goals.
Consultation details
Advice for directors balancing salary, dividends, pension contributions, and a future share sale — grounded in UK company and personal tax rules.
Consultation details