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  • Home
  • About Peak Retirement
  • Cashflow Planning
  • Client Stories
  • Peak Pathway
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  • Free Clarity Call
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Your Session Options

Peak Retirement Insight

Peak Retirement Annual Check In

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. 
  • Highlight the points that matter most to you
  •  We 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 tested scenarios
  • Space to think through your options 





Perfect if you want clarity before making any decisions.


£250



Free Clarity Call

Peak Retirement Premium

Peak Retirement Annual Check In

Peak Retirement Insight

A Deeper 2 x 90 minute experience giving you more space to explore your options.


What we cover

  • We take more time to explore your thoughts and fully establish your direction of travel.
  • We revisit your model together, test the choices you’re considering, and talk through what each option might mean for your picture.
  • We explore additional “what if?” scenarios at a pace that gives you room to think clearly.


What you leave with: 

  • Everything included in the Insight Session
  • A deeper exploration of your possibilities
  • PDF copies of all tested scenarios
  • A clearer sense of the options available to you



Perfect for those wanting a deeper dive into the options you have.


£450



Free Clarity Call

Peak Retirement Annual Check In

Peak Retirement Annual Check In

Peak Retirement Annual Check In

 A structured annual moment to pause, reflect, and recalibrate your retirement picture 


What we cover

  • A focussed 60‑minute review
  • Time to reflect on what’s changed and what matters now
  • Space to explore new possibilities
  • A conversation about what these changes might mean for your picture 





A steady point of continuity as you navigate your next steps





(This programme is for existing Peak Retirement clients only & focuses on clarity and decision‑making — it does not include financial advice or product recommendations.)    




£175




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