Rates
Pricing follows the depth of the holdings work — not a subscription. Figures below are guides; multi-account or complex constraints are quoted individually.
| Consultation | What it covers | Guide price |
|---|---|---|
| ETF Allocation Review | Two sessions, written allocation map, rotation watchlist | From £780 |
| Rotation Watch Session | 90-minute check against existing ranges + short note | £240 |
| Portfolio Health Check | 75-minute diagnostic + one-page findings | £320 fixed |
What influences a quote
- Number of accounts and ETFs
- Whether ethical or currency constraints need mapping
- Need for a second written revision after session two
- Travel outside Birmingham for an on-site meeting (rare; quoted separately)
Deposits & payment
Allocation Reviews require a 30% deposit to hold the first session. Health Checks and Rotation Watch Sessions are payable in full before the meeting. We invoice by bank transfer; card payments are not offered on this site.
Estimates
If your situation sits between two rows above, send a short holdings outline and we will reply with a firm figure before any work begins.