Work to Live: The Signature Reset Experience

Who It’s For

Success isn’t the problem - alignment is.

The Signature Reset is a premium 75-day experience to help you step back, get clear, and redesign your life, wealth and purpose. So the next decade becomes the best of your life.

This is for people asking: What’s next? Not just financially but for their life.

Clarity. Alignment. Wealth with Purpose.

Book a Clarity Call
work to live financial planning

✅ Whose it for?

  • Professionals in their 40s or early 50s who are ready to take action.
  • Business owners, senior executives, or corporate quitters who have financial success but ready for more.
  • Those ready to commit and start living with intention.
  • People ready to reconnect wealth with purpose

Who it's not for?

  • People looking for quick product advice or a new pension
  • People who only care about investment performance
  • Those focused solely on building wealth without purpose
  • People who aren't ready to think deeper or reflect on what really matters.

What You Get

Your Four-Part Reset Framework

EXPLORE

Clarity Conversations & Alignment Wheel

Uncover what truely matters and where you are currently out of alignment.

DESIGN

Strategic Life Design & Freedom Number

Visualise the life you want and map the financial reality behind it.

BUILD

Financial Architecture & Wealth Compass

Align your finances with your future and build a personalised strategy

OWN

Manifesto Reveal Session

Walk away with a clear, confident plan and the mindset to live it.

Here’s what you can expect to walk away with:

It’s a reset — for your life, your wealth, and where you’re heading next.

  • Peace of mind — knowing you’re finally on track
  • Clarity — about what you truly want from the next chapter
  • Confidence — in the decisions you're making and what comes next
  • A clear vision of your future — one that feels exciting and right
  • Smart, strategic planning — aligned to your values, not just the numbers
  • A personal financial structure — built to support the life you actually want
  • A grounded action plan — simple, focused, and completely yours
  • Your Work to Live Manifesto™ — a living guide to help you live well, with freedom and purpose

You’ll also get a FREE analysis of your existing pensions, ISAs and insurances - so you have a clear picture of what you have and what if anything could be improved.

Bespoke Sessions. 75 Days. One Clear Direction

What you get with the signature reset

🧠

Life-Aligned Clarity

Discover your core values, vision and what a great life really looks like. Step away from the noise and define what success means on your terms.
💸

Your Freedom Number™

Understand the exact point where you can live freely without financial pressure. Know what you need, and if you on track to achieve this.
🧭

Bespoke Wealth Compass™

A visual guide showing where your wealth is aligned, where you’re strong, and where to focus. Get clear on your financial strengths, what you need to do and what’s holding you back.
📈

Financial Forecasting & Scenario Planning

See how different choices impact your future whether it’s changing career, scaling back, or selling a business. Feel confident in your options, backed by real numbers.
💼

Strategic Structure & Smart Tax Planning

Simplify and align your pensions, ISAs, and investments.  To ensure your wealth strategy is structured to support your life in a tax-efficient way.
📝

Your Work to Live Manifesto

A living document that captures everything: your life vision, wealth strategy, and aligned action plan. More than a roadmap your guide to living well with freedom and purpose.
🧠

Life-Aligned Clarity

Discover your core values, vision and what a great life really looks like. Step away from the noise and define what success means on your terms.
💸

Your Freedom Number™

Understand the exact point where you can live freely without financial pressure. Know what you need, and if you on track to achieve this.
🧭

Bespoke Wealth Compass™

A visual guide showing where your wealth is aligned, where you’re strong, and where to focus. Get clear on your financial strengths, what you need to do and what’s holding you back.
📈

Financial Forecasting & Scenario Planning

See how different choices impact your future whether it’s changing career, scaling back, or selling a business. Feel confident in your options, backed by real numbers.
💼

Strategic Structure & Smart Tax Planning

Simplify and align your pensions, ISAs, and investments.  To ensure your wealth strategy is structured to support your life in a tax-efficient way.
📝

Your Work to Live Manifesto

A living document that captures everything: your life vision, wealth strategy, and aligned action plan. More than a roadmap your guide to living well with freedom and purpose.

We finally feel like we’re in control of our future & can travel without guilt.”
Josh and Mandy had over £750k in pensions but no clear idea if they were financially secure.
We built a plan to make work optional within five years, restructured their pensions & created clarity around what they really needed.

They now contribute £3,000/month to pensions, saving over £40k in tax & feel confident increasing their travel without compromising their future.

Real clients, real stories.

worktolivefinancialplanning

“We earn well but finally have a strategy that connects everything together.”

Dave, a senior exec earning over £260k (mostly in RSUs), wanted to knowif work could be optional by 60. We mapped out their full financial life,optimised investments & protected income including the RSU portion.

Now, their projected retirement assets have grown from £1m to £2.5m, andthey’re spending more freely while knowing their future is secure.

Dave, Senior Executive

work to live financial planning.

“My only regret? We should have got this advice 10 years earlier

Julia and Mark wanted to stop work at 60 without sacrificing their lifestyle today. We built a plan around what mattered most which including setting up SIPPs to buy commercial property, unlocking £37,500 in tax savings, and reshaping their pensions for long-term flexibility.

Now, Mark has stepped back from his business. Julia feels empowered to grow hers.

And they’re planning a holiday home in Spain with total confidence in the future.

Don't just take our word for it...

work to live financial planning.
work to live financial planning.
work to live financial planning.

Signature Reset™ Fee Structure

Transparent pricing aligned with your financial goals and needs

The Signature Reset™

£3,495*

Currently £2,995 for next 9 clients or referred clients
Deep, personal and high-touch financial planning
Only 3 spaces per month

The Signature Reset

Signature Fee

£3,495* one off fee

Currently £2,995 for next 9 clients or referred clients

The Signature Reset isn’t mass-market advice or by-the-numbers planning. It’s a bespoke, highly personal experience - designed to help you realign your life, wealth and purpose.

Thats why I only take on limited numbers a month. This is about working closely with the right people, those who are open, thoughtful and ready to take a fresh look at how their wealth, life and purpose align.

If you’re ready for that kind of experience, we’d love to explore whether it’s the right moment for your reset.

* For clients with additional financial complexity, additional fees may be charged.
Limited Availability

Only 3 spaces per month

Due to the deep, personalised nature of the Signature Reset™, spaces are strictly limited to ensure each client receives the highest level of attention and care.

We only take on clients who are a great fit. That way, we can give each person the attention, energy and strategic focus they deserve.

Optional Add-Ons (After Signature Reset)

All fees agreed before work undertaken. These optional services are for clients who want advice with specific financial products and investment recommendations. Independent Financial Advice.

Available Services

Pension and ISA consolidation
General Investment Accounts (GIAs)
Trusts and estate planning
Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs)
Protection insurance

Fee Structure

Starting Point
£750 for new products ISA/Pension
Plan Consolidation (E.g. Pensions)

Total fees typically range from £2,500 to £3,500 for consolidation of plans, with complex cases ranging from £4,000 to £5,000.

Complex Work

More complex work such as EIS/VCT or trust planning would be fixed fee starting from £5,000.

Fees are based on factors such as number of policies not just level of wealth.

Ongoing Support

Your life will change. Your strategy should evolve with it. After Signature, you can choose to continue working together through one of our ongoing service tiers.

Ongoing support is tailored to how much involvement and support you want, not how much money you invest. We focus on alignment, life & wealth strategy and structure. Investment management is optional, available at a fixed fee where needed.

Essentials Ongoing
£225 - £250
per month
Included:
1 planning meeting per year

Perfect for clients who want to maintain alignment while taking a more hands-off approach between annual reviews.

Signature Ongoing
£325 - £350
per month
Included:
2 to 3 meetings per year

Recommended for clients with evolving financial situations who benefit from more regular strategic reviews and adjustments.

Investment Oversight (Optional)

Not everyone wants ongoing investment management. However, for clients who want to outsource this aspect of their finances we charge fixed fees.

Oversight Tier
What It Covers
Fee
Core Oversight
1–2 policies, up to £500K under review
£750-£950/year
Extended Oversight
3-5 policies, up to £500K under review
£1,250–£1,750/year
Premium Oversight
5+ policies, or £1M+, trusts, legacy, VCT/EIS, etc.
£2,500-£5,000/year

What's Included

Our investment oversight isn't about chasing performance. It's about making sure your portfolio remains aligned with your goals, tax-efficient, and strategically structured.

  • Review of your products, risk profile, platforms, and contribution or withdrawal strategy annually
  • Guidance on deploying new capital and managing drift over time
  • Designed for clarity, not complexity
Investment oversight is only offered if your situation truly benefits from it.

If you’re ready to stop drifting and start designing, take the first step.

Want to explore if it’s right for you? Book a Free Clarity Call.