Peak Retirement Insight
A focused, up to 90‑minute session, designed to give you a clear view of your financial future.
What we cover:
- Build an initial cashflow model together using your real numbers
- We explore your thoughts, questions and the direction you feel you’re heading.
- Cover Multiple 'What If' Scenarios
- Highlight the points that matter most to you
- Test the key choices you’re considering and talk through what each one might mean.
What you leave with:
- A grounded understanding of where you stand today
- PDF copies of all tested scenarios
- Space to think through your options
Perfect if you want clarity before making any decisions.
£295
(NB/ Sessions are designed to run up to 90 minutes. If we both feel additional time would be valuable, this can be extended and is charged at £200 per hour, pro-rata )