Invest in your future…
Clear, transparent pricing. No fluff. No pressure.
Financial advice should feel straightforward and easy to understand. My pricing is designed to be clear, with options that reflect the level of complexity and support that’s right for you.
Essential
Essential is designed to put strong foundations in place and bring calm to your finances.
The focus is on security, safety, and the basics — making sure nothing important is missed and that you understand your position.
Typical areas we’ll cover:
- Understanding your current financial position
- Cash flow and emergency planning
- Protection and risk management
- Pensions and workplace benefits
- Clear priorities and next steps
Best for:
Those who want clarity, control, and confidence that their financial foundations are secure.
Initial Planning Fee: £750
Optional Ongoing (pm): £75
Elevate
Elevate is for when the basics are in place and you’re ready to start building or refining your investment strategy.
The focus shifts from protection to growth, while keeping everything aligned with your goals and risk tolerance.
Typical areas we’ll cover:
- Everything in Essential
- Reviewing and optimising existing investments
- Building an investment strategy
- Tax-efficient use of allowances
- Ongoing balance between growth and security
- Long-term goal planning
Best for:
Those who are ready to grow their wealth in a structured, intentional way.
Initial Planning Fee: £1,500
Optional Ongoing (pm): £150
Executive
Executive is designed for more complex financial situations where strategy matters as much as growth.
You may be a high earner, a business owner, or managing multiple financial moving parts and decisions need to be joined up.
Typical areas we’ll cover:
- Everything in Elevate
- Strategic investment planning
- Tax planning for higher earners
- Business and personal finances working together
- Pension strategy beyond the basics
- Long-term planning with greater complexity
Best for:
High earners, company directors, and professionals with more complex financial needs.
Initial Planning Fee: £2,000
Optional Ongoing (pm): £200
Enterprise
Enterprise is for those with significant wealth or complexity, where advice needs to be highly tailored and strategic.
This may include major life or financial events such as a company exit, inheritance, or multi-generational planning.
Typical areas we’ll cover:
- Everything in Executive
- Bespoke wealth management
- Planning around significant liquidity events
- Inheritance and legacy planning
- Advanced tax planning
- Long-term, highly personalised strategy
Best for:
High net worth individuals and families requiring a fully bespoke approach.
Initial Planning Fee: £5,000
Optional Ongoing: 1%
Corporate Talks
Financial wellbeing is no longer a “nice to have” — it directly affects stress levels, productivity, and retention.
My workplace sessions are practical, jargon-free, and designed to create real understanding and confidence, not overwhelm.
These sessions help employees make the most of what they already have, while giving them the tools to work towards their own financial goals.
Each talk or workshop is tailored, but commonly covers:
- Understanding and maximising workplace benefits
- Making sense of pensions and long-term saving
- Building financial confidence and reducing money stress
- Practical steps employees can take immediately
- Aligning money decisions with personal goals
The emphasis is always on education, empowerment, and action — not selling products.
Outcomes for employers and employees
For employees:
- Increased understanding and confidence
- Greater engagement with workplace benefits
- Clearer personal financial direction
For employers:
- A meaningful wellbeing benefit
- Improved engagement and retention
- Support for a healthier, more financially resilient workforce
Corporate pricing is tailored based on:
- Topics to be covered
- Length of session
- Number of participants
Please get in touch to discuss your requirements and receive a tailored quote.
Fees are always agreed upfront, and you’ll never be pushed into a service that isn’t a good fit. Ongoing advice is always optional, but many clients choose it for the reassurance of having continued support and guidance as life and priorities change.
Our charging reflects the care, expertise, and work involved in providing high-quality advice — without minimum investment or net worth requirements. That means I can help people at every stage, whether you’re putting strong foundations in place or managing more complex finances.