A structured face-to-face or video session that maps your income, outgoings, savings, debts, and pensions so you leave with a written priority list.
Who it is for
Individuals and couples in England who want a clear picture of where their money stands before making larger decisions.
What you leave with
A plain-English written summary covering cash flow, emergency reserves, debt order, pension holdings, and three to five recommended next steps.
- Duration
- 90 minutes plus written notes within five working days
- Fee basis
- From £285 per session
- Where
- Video across the UK, or in person at 14318 Quincy Cape, Kubington
- Preparation
- Gather recent bank statements, pension annual statements, mortgage or loan balances, and any insurance schedules.
Included
- Pre-meeting questionnaire and document checklist
- 90-minute consultation by video or at our Kubington office
- Review of bank statements, pension statements, and loan balances you provide
- Written priority list and follow-up questions by email
Not included
- Regulated investment product recommendations requiring full advice permissions beyond guidance
- Tax return preparation or HMRC filing
- Ongoing portfolio management
How the engagement runs
- You complete a short money questionnaire and share the documents we request.
- We meet for 90 minutes to walk through your figures together.
- Within five working days you receive a written summary and agreed next steps.
- Optional follow-up sessions can be booked if you want to dig into one topic further.
Constraints we are honest about
We provide money guidance and consulting. Where regulated investment advice is required, we will say so plainly and discuss referral options.
Request a review
Share a little context and we will confirm fee and availability.