Steadfast Path Advisory

Consultations

Advice areas you can enquire about

Each engagement is a defined piece of financial advice work with a written fee, a clear scope, and meetings in Thompsonham or by video across GB.

Notebook with retirement calculations and a fountain pen on a wooden desk

From £850 for a full retirement income review

Retirement Income Planning

A structured review of pensions, State Pension timing, and drawdown choices so your retirement income lasts as long as you need it.

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Calculator and financial statements spread across a desk

From £495 per review

Pension Consolidation Review

Compare scattered workplace and personal pensions against consolidation options, including charges, guarantees, and transfer risks.

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Charts and reports reviewing investment allocation

From £650

Investment Portfolio Second Opinion

An independent look at how your existing ISA, GIA, and pension investments are allocated relative to your time horizon and risk capacity.

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Person reviewing insurance and protection documents

From £350

Protection Needs Assessment

Review life cover, income protection, and critical illness needs against mortgage and family commitments.

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Business owner in discussion during a planning meeting

From £1,100

Business Owner Financial Planning

Coordinate personal pensions, company contributions, and extraction planning for directors of limited companies.

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