Services

Pension services designed around your future

Specialist planning for every stage of your retirement journey

Pension Consolidation Review

Most people have 3-5 old pensions scattered across former employers. We track them down, analyse performance, and consolidate where it makes sense.

  • Full pension tracing service
  • Performance analysis and comparison
  • Consolidation recommendations
  • Transfer coordination

£847.50

Most Popular

Complete Retirement Strategy

Full financial mapping from now until age 90. Includes tax planning, investment rebalancing, income drawdown strategy, and estate planning.

  • Comprehensive pension audit
  • Retirement income projections
  • Tax optimisation strategy
  • Drawdown and annuity modeling
  • Estate planning integration
  • Annual review included

£2,195.00

Workplace Pension Optimisation

Make sure you're contributing the right amount to hit employer match limits and tax relief thresholds without over-committing.

  • Contribution analysis
  • Employer match maximisation
  • Salary sacrifice review
  • Tax relief optimisation

£595.00

Pre-Retirement Income Planning

Within 5 years of retiring? We model different drawdown scenarios, lump sum options, and annuity comparisons so you know exactly what to do when.

  • Income drawdown modeling
  • Lump sum strategy
  • Annuity comparison
  • State pension integration
  • Tax planning for withdrawals

£1,425.00

Self-Employed Pension Setup

For freelancers, contractors, and business owners who don't have access to workplace schemes. We build a SIPP that works with irregular income.

  • SIPP selection and setup
  • Irregular income strategies
  • Tax relief maximisation
  • Investment platform selection

£725.00

Ongoing Pension Management

Annual reviews, rebalancing, regulatory updates, and continuous optimisation. Includes unlimited email support and two strategy calls per year.

  • Annual comprehensive review
  • Two strategy consultation calls
  • Performance monitoring
  • Regulatory update alerts
  • Unlimited email support

£185.00/month

What you can expect

Clear pricing

No hidden fees or commission-based incentives

Expert guidance

All advisors are FCA-regulated pension specialists

Ongoing support

We're here for the long term, not just one transaction

Not sure which service you need?

Book a free consultation and we'll recommend the right approach

Book Free Consultation