Flagship consultation
Wealth Planning Consultation
A structured review of your income, savings, pensions, and tax position, followed by a written plan you can act on with your accountant or solicitor.
From £450 for a half-day session · Half-day meeting plus written summary within ten working days
Who it is for
Households and business owners across Northern Ireland and the wider UK who want clarity before a major financial decision
Result you can expect
A prioritised action list covering tax timing, pension contributions, cash reserves, and investment risk, written in plain English
Location & delivery
Meetings at our Legrosworth office or by secure video call
Included
- Pre-meeting questionnaire and document checklist
- Face-to-face or video consultation of up to three hours
- Review of tax wrappers, ISAs, pensions, and existing advice files
- Written planning note with next steps and open questions for your other advisers
Not included
- Ongoing discretionary portfolio management
- Preparation of Self Assessment returns
- Legal drafting of wills or trusts
How the engagement runs
- Step 1. Share your goals and key documents ahead of the meeting
- Step 2. Walk through cash flow, tax exposure, and risk tolerance together
- Step 3. Receive a written summary with sequenced recommendations
- Step 4. Optional follow-up call within thirty days to clarify the note
Preparation
Bring recent P60s or company accounts, pension statements, and a list of upcoming life events such as retirement, sale of a business, or inheritance
Constraints & fees
Advice is given under UK regulation for personal circumstances discussed; we do not advise on overseas tax regimes outside HMRC rules that apply to UK residents
Fixed fee for the consultation package; complex multi-entity reviews quoted separately after a short discovery call