Discovery meeting
Fact-find, risk profile, and clear next steps for pensions and retirement.
Duration
90 min
Fee
£365
First step
Before this meeting is confirmed, a fee-free call of up to 30 minutes to check fit, preparation, and whether advice is appropriate - no charge, no obligation.
The session is a calm, detailed conversation: goals, arrangements, risk, and capacity for loss.
£365 is credited in full against your research and analysis fee if you proceed with full advice.