Pensions
Latest statements, deferred benefit letters, and any transfer value packs you have already requested.
Engagement approach
A calm sequence from first call to written plan
Financial advice works best when both sides know what happens next. This page describes how Pillar Grove runs consultations for UK clients — whether you meet by video or at our Herzog End office.
Stages of an engagement
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Introductory call
Fifteen to twenty minutes to confirm the consultation type, fee range, and whether we are the right firm for your question.
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Fact-find meeting
We gather income, outgoings, pensions, wrappers, and protection details. You leave with a document checklist if anything is missing.
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Analysis & drafting
We work through statements and build scenarios. You receive a written pack — not a slide deck — within the timeline quoted for that service.
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Clarification call
We walk through recommendations, answer questions, and note which actions sit with you, your accountant, or a solicitor.
What we will not do
We will not pressure you into a product during the first meeting. We will not claim to replace your solicitor on wills or your accountant on filings. We will not keep you in an open-ended retainer unless you explicitly request ongoing reviews.
Where meetings happen
Video appointments suit most clients across Great Britain. In-person meetings are available at 449 N Court Street, Herzog End, Scotland, United Kingdom. Parking notes and arrival details are sent with your booking confirmation.
Documents that speed things up
Savings & investments
ISA and general account valuations, fund lists, and notes on regular contribution amounts.
Family context
Existing will summaries, known gifts, and any firm dates such as retirement or a property exchange.