Services
Clear, structured support for every stage of retirement.
Each service is designed to give you confidence in the choices ahead. Pricing is transparent and based on the depth of work required.
Core services
Retirement clarity session
A deep-dive consultation to map your goals, timing, and immediate priorities.
£280
Income bridge planning
Guidance on transitioning income sources from work to pension and savings.
£620
Retirement lifestyle blueprint
A structured plan covering routines, wellbeing, and realistic spending patterns.
£540
Year-one retirement check-ins
Quarterly reviews to adjust plans as your new lifestyle settles.
£420
Couples alignment workshop
Joint sessions to align timelines, expectations, and shared finances.
£360
Family legacy conversation
Guided discussions on inheritance intentions and family support planning.
£300
Benefits
Why clients choose us
- Plain-language guidance that makes complex choices feel manageable.
- Structured action plans with clear timelines.
- Confidence that your retirement supports the life you want to live.
What is included
Every engagement includes a written summary, priority checklist, and an optional review to keep plans current.
Service comparison
Choose the level of support you need.
Single session
Ideal if you need clarity on one decision or a quick plan check.
Full roadmap
Best for building a comprehensive retirement plan over several months.
Ongoing guidance
Quarterly reviews for people who want steady support during the transition.
Process steps
How we work together
Discovery
We gather your priorities, concerns, and current resources.
Planning
We build a timeline that aligns income, lifestyle, and wellbeing.
Action
You receive a clear plan with steps you can follow at your pace.
Review
We revisit the plan to adjust for real-world changes.
Service FAQ
Common questions about our services
Yes. Early planning makes it easier to set realistic goals and avoid last-minute stress.
We work both in-person and online, depending on what suits you best.
Pricing reflects the depth of work and preparation needed. We confirm fees before we begin.