Main Menu
Work With Us
Client Portal

Fixed Fee Retirement Planning

Fully transparent simple fixed fees with no surprises

We charge fixed fees because it’s aligned with your best interests. It means you know exactly how much you’re paying and what you’re paying for.

It ensures we are focused solely on you and your retirement, not just your money

It’s straightforward, predictable, and puts you first.

Work With Us

Full Service retirement planning for people who want it all handed

For successful individuals who want their entire financial Life and retirement plans managed with expertise, precision and white-glove attention.

Whats included:

Services

  • Retirement Coaching
  • Cashflow Planning
  • Pension Planning
  • Tax Planning
  • Estate & Legacy Planning
  • Investment Management
  • Historical Stress Testing
  • Retirement Income Planning & Management
  • Open door access to the team
  • Advice and implementation of our recommendations
  • Financial Planning Hub

Fees

Initial Planning Fee: £2,500 on engagement then £7,500 on plan impementation

Annual Planning Fee: £6,000 or £9,000 per year depending on the complexity of your situation and work needed

Please note that platform and portfolio fees are in addition to our fees. They are levied directly by the platform and funds we use and unfortunately are in % terms. The typical all in % cost for platform and portfolio is c0.45% of your invested amount

Full Service retirement planning for people who want it all handled

How it works:

For successful individuals who want their entire financial Life and retirement plans managed with expertise, precision and white-glove attention.

WealthGPS is a single end-to-end process - three stages that build on each other, completed in sequence. Every client goes through all three.

WealthGPS® Map

A clear plan to get you where you want to go.

WealthGPS Map is where your retirement journey begins. It’s more than just numbers, it’s about helping you design the life you want to live and building a financial plan to make it happen. Over four to five relaxed and meaningful conversations, we’ll help you:

  • Get clear on what matters most to you in retirement, your lifestyle, your goals, your worries, and your big dreams
  • Create a tailored retirement plan that supports the life you want
  • Build a clear income strategy, so you know how your money will work for you
  • Make smart, confident decisions about pensions, investments, tax and most importantly life
  • Visualise & stress test your retirement using evidence and sophisticated, market leading software

WealthGPS® Advice

Putting your retirement plan into action — clearly, confidently, and without the stress.

Once your WealthGPS Map is complete, we bring it to life. We set everything up for you — accounts, income, investments, tax and paperwork — coordinating all the moving parts so your plan is implemented smoothly and correctly. By the end, your retirement strategy is fully built and ready to support your life.

  • We set everything up exactly as your plan requires
  • We build and activate your retirement income system
  • We handle all the paperwork, transfers and provider admin
  • We optimise your tax position for the years ahead.
  • We align your investments to your life, goals and risk comfort
  • We bring order, clarity and calm to your financial world

Initial Fee – Covers Both Map & Advice

£5,000 – £15,000

Fixed and agreed before any work begins.
No surprises. No hidden extras.

WealthGPS® Navigation

Ongoing support, so you can live your life without financial guesswork.

Once your plan is in place, WealthGPS Navigation is how we keep you on track — year after year. Because life changes, markets move, and plans need adjusting. We’re here to help you navigate all of it. With WealthGPS Navigation, you’ll get:
  • A yearly deep dive to make sure your plan still fits your life
  • A forward-looking catch-up halfway through the year to plan ahead
  • Unlimited access to our team whenever you need guidance or have questions
  • Behind-the-scenes coordination with your accountant, solicitor, and other key professionals
  • Active management of your investments, income, and tax strategy, so nothing gets left to chance
  • Ongoing advice, clear communication, and simple, honest answers

Ongoing Annual Fee From

£6,900

Your retirement doesn’t stand still.
Neither do we.

FREE resources

Subscribe to our weekly newsletter

Sign up here

Download a FREE copy of this brilliant book

Get your copy here

You're leaving our website.

You are being directed to an external website that is no longer TFP and is not regulated by the FCA.

Go To Website
Main Menu
Work With Us
Client Portal