Your Session Options
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-rated )
Peak Retirement Annual Check In
A structured annual meeting to pause, reflect, and recalibrate your retirement path
What we cover
- A focussed up to 60‑minute review
- Updating of your finances and cashflow
- 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
- PDF copies of all additional modelling scenarios
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.)
£200