£450 · 60 Minutes · Video Call

Post-Exit Wealth Strategy Session

A strategic conversation tailored to your exact situation with specific answers, clear priorities, and a path forward.

What you get

A 60-Minute Strategic Conversation

£450 per session

Video call via Google Meet. No templates. No scripted advice. A real conversation about your specific post-exit situation.

What's included

  • Personalised assessment across all 6 post-exit wealth areas
  • Specific answers to your exact questions
  • Clarity on your highest-priority areas right now
  • Strategic guidance from someone who has worked through these transitions
  • Honest assessment of where you stand and what matters most
  • If we're a fit to work together, you'll receive a written proposal with scope and pricing

How to prepare: Many clients find it helpful to read the Guide first. It gives us a shared framework and helps us spend the 60 minutes on your specific situation rather than covering fundamentals.

Book your session

Ready to get started?

Click below to choose a time that works for you. You'll be taken to our booking page where you can select a slot and pay securely via Stripe.

Book Your Strategy Session — £450 →
60-minute video call via Google Meet
Secure payment via Stripe (no card details stored)
Confirmation + short intake form sent immediately
Cancel or reschedule free up to 24 hours before

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Who should book this?

  • You've exited fully or partially and have significant wealth to structure
  • You want a personalised assessment, not generic content
  • You'd benefit from talking through your situation with an experienced advisor
  • You want clarity on priorities before engaging a broader advisory team
  • Time is your scarcest resource and you want direct answers

Not sure yet? Start with the Guide to build your framework across all 6 areas. Many clients find the call most valuable after reading the guide. You'll have better questions and we'll go deeper faster.

Get the free Guide →
The Process

How the Session Works

1

Book & Confirm

Select a time via the booking link. You'll receive a confirmation with a short intake form to help us prepare.

2

The 60-Minute Call

A focused, no-nonsense conversation about your specific situation: your questions, your priorities, your next steps.

3

Clarity & Next Steps

Leave with clear priorities and a path forward. If ongoing work makes sense, you'll receive a written proposal.