Discovery & documents
After you enquire, we send a short questionnaire and a checklist — P60s, pension statements, draft accounts, or State Pension forecasts depending on the offering.
Consultations
What happens between first email and written note
Our advice model is appointment-based consulting. You prepare documents, we meet for a structured working session, and you leave with something your accountant or solicitor can use.
The working session
Meetings run face-to-face at our Legrosworth office or by video. We work through cash flow, tax timing, and open questions — not a product presentation.
Written note & follow-up
Within ten working days you receive a planning note or briefing. Flagship wealth consultations include an optional clarifying call within thirty days.
Bring the right people into the room
Couples often attend together. Directors sometimes invite their accountant for the second half. We coordinate calendars so recommendations do not contradict other professional advice already in train.
Preparation
What to gather before you sit down
- Recent tax computations or Self Assessment summary
- Pension and ISA valuations dated within six months
- A note of upcoming decisions — retirement date, property sale, gift, or company extraction
- Questions you want answered in writing, not only verbally
Ready to book?
Start with the Wealth Planning Consultation if several topics overlap, or choose a focused tax or retirement session from the advice list.