Fees
How we price consultations
Fees are for the consulting session and written notes. They do not buy investment products, insurance, or ongoing portfolio oversight. Exact quotes depend on whether one or two people attend and whether documents need extra preparation time.
Personal Financial Review
90 minutes plus written notes within five working days
From £285 per session
Retirement Income Planning
Two hours across one or two meetings
From £320 per session
Debt Repayment Roadmap
60–75 minutes
From £195 per session
Family Money Conversation
90 minutes
From £260 per session
What shapes the final fee
- Number of attendees (individual vs couple or family).
- Volume of documents—multiple old pensions take longer to inventory.
- Whether the session is video or in person at Kubington.
- Optional follow-up sessions, billed separately at a reduced hourly rate of £120.
Payment
We invoice after the session is confirmed. A 30% deposit holds the diary slot; the balance is due on the meeting day. Card and bank transfer are accepted. Pricing here is informational only—no checkout on this site.
Need a tailored estimate?
Describe your situation on the enquiry form and we will confirm the fee before anything is booked.
Request a fee estimate