Consultation
Pension Health Check
A single deep-dive session that scores contribution levels, charges, and risk mix against your age and target retirement date.
Scope
Bring statements for up to three schemes. We review default funds, employer matching, and whether salary sacrifice or additional voluntary contributions would make a measurable difference before the next tax year ends.
Deliverable
A two-page findings letter listing priorities in order — what to change this quarter, what to revisit annually, and what can wait. Duration: One 75-minute meeting plus a written findings letter within five working days. Fee: £420 fixed.