Specialized Services for Your Financial Journey
Each service addresses specific financial situations with personalized approaches designed around your unique circumstances and goals.
Return HomeChoose the Service That Fits Your Needs
We offer three specialized advisory services, each designed to address distinct financial situations. While many clients benefit from multiple services over time, you're welcome to engage with whichever service best matches your current priorities. There's no obligation to commit beyond what feels right for your situation.
Estate Planning Financial Advisory
Investment: £4,500 - £8,500
Coordinate financial aspects of estate planning to preserve wealth across generations. We work alongside your legal advisors to ensure your financial strategies align with your estate planning documents and family goals.
What You'll Receive:
- Comprehensive analysis of current estate structures
- Tax optimization strategies and scenario modeling
- Trust and gifting guidance tailored to family dynamics
- Coordination with solicitors and other professionals
- Annual review processes to maintain alignment
Who This Serves: Individuals and families with significant assets seeking to preserve wealth across generations while minimizing tax obligations and ensuring smooth transitions.
Sustainable Investment Consulting
Investment: £2,500 - £5,000 per quarter
Align investment strategies with environmental, social, and governance principles without sacrificing returns. We help you navigate the evolving landscape of sustainable investing with clarity and confidence.
What You'll Receive:
- ESG factor evaluation across investment options
- Performance analysis of sustainable vs traditional portfolios
- Greenwashing detection and genuine impact verification
- Portfolio construction balancing values and returns
- Quarterly reporting on financial and impact metrics
Who This Serves: Investors seeking to align their portfolios with personal values regarding environmental and social issues while maintaining competitive financial returns.
Debt Restructuring Advisory
Investment: £3,000 - £6,500
Optimize debt obligations through strategic restructuring that improves cash flow and reduces total interest costs. We coordinate with your lenders to achieve favorable terms while maintaining positive relationships.
What You'll Receive:
- Comprehensive debt portfolio analysis and assessment
- Cash flow modeling showing multiple scenarios
- Negotiation strategies and lender coordination
- Implementation support and payment system setup
- Ongoing monitoring to ensure optimal structure
Who This Serves: Individuals or businesses managing multiple debt obligations who want to improve cash flow, reduce interest costs, and simplify their financial structure.
Not Sure Which Service Fits Your Situation?
That's perfectly natural. Many financial situations involve multiple dimensions, and the right starting point isn't always obvious.
We Can Help You Determine the Best Path
During an initial conversation, we can explore your situation together and identify which service makes most sense as a starting point. There's no pressure to make an immediate decision—we're happy to discuss your circumstances and answer questions without any commitment.
Some clients begin with one service and later engage others as their situation evolves or priorities shift. Others find that a single service addresses their current needs completely. The right approach depends entirely on your unique circumstances.
Consider Starting a Conversation If:
- You're uncertain which service best addresses your situation
- You have questions about pricing or what's included
- You want to understand the process before committing
- Your situation might benefit from multiple services
- You'd like to learn more about our approach and methodology
Understanding Your Investment
Transparent pricing helps you make informed decisions. Here's what influences service fees and what you receive for your investment.
What Influences Pricing
- Complexity: More intricate situations require deeper analysis and coordination
- Asset levels: Larger estates or portfolios involve proportionally more work
- Scope: The breadth of analysis and implementation affects time investment
- Coordination needs: Working with multiple professionals adds complexity
What's Always Included
- Initial comprehensive consultation and situation assessment
- Detailed analysis and personalized recommendations
- Clear explanations that build understanding
- Implementation support and guidance
- Ongoing availability for questions during engagement
- Complete documentation of recommendations and rationale
We provide a detailed fee estimate after our initial consultation, once we understand the scope of your situation. This transparency allows you to make an informed decision before committing to engagement. Fees are structured as project-based investments for estate planning and debt restructuring, while sustainable investment consulting operates on a quarterly basis to accommodate ongoing portfolio monitoring.
Payment arrangements can be discussed to accommodate your situation. We want cost considerations to support rather than prevent access to quality financial advisory when you genuinely need it.
Ready to Take the Next Step?
Whether you know exactly which service you need or want help determining the best path forward, we're here to discuss your situation without pressure or obligation.
Start a Conversation