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Financial documents and assessment materials

Benefits Assessment

£85 per session

A thorough review of your personal circumstances to identify all welfare benefits you may be entitled to claim. Our advisors examine your employment status, health conditions, housing situation, and family composition to build a complete picture of your potential entitlements.

During the assessment, we explain each relevant benefit, outline the application requirements, and help you understand what evidence will be needed. You leave with a clear roadmap for pursuing your claims.

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Pension planning and retirement documents

Pension Applications

£120 per application

Expert guidance through the State Pension application process, including assistance with calculating your pension age, checking your National Insurance record, and completing the claim forms correctly.

We also assist with workplace pension enquiries and help you trace any pensions from previous employment that you may have lost track of. Our advisors ensure you receive all pension income you are entitled to.

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Legal review of appeal documentation

Appeals Support

£175 per case

If your benefit claim has been denied or reduced, we provide comprehensive support through the mandatory reconsideration and appeals process. Our advisors review the decision, identify grounds for appeal, and help you gather additional evidence to strengthen your case.

We prepare written submissions and can accompany you to tribunal hearings if required. Our experience with appeals gives you the best chance of achieving a favourable outcome.

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Advisor providing universal credit guidance

Universal Credit Assistance

£95 per consultation

Navigating Universal Credit can be challenging with its online-first approach and monthly assessment periods. We guide you through the initial claim process, help you understand your commitments, and ensure your journal is properly maintained.

Our advisors can also help you request advances, report changes in circumstances, and challenge any sanctions or payment issues that arise.

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Supportive consultation for disability benefits

Disability Benefits

£145 per application

Specialist assistance with Personal Independence Payment, Attendance Allowance, and Disability Living Allowance applications. These benefits require detailed information about how your condition affects daily living and mobility.

We help you articulate the impact of your disability accurately and completely, prepare for health assessments, and ensure your application reflects the true nature of your needs.

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Comprehensive entitlement review meeting

Full Entitlement Review

£215 comprehensive package

Our most thorough service combines benefits assessment with active application support. We review your complete financial and personal situation, identify all potential entitlements, and then assist you with applications for multiple benefits.

This package is ideal for those experiencing significant life changes such as retirement, illness, or bereavement, where multiple benefits may become available simultaneously.

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What to Expect

When you book a service with our consultancy, you receive dedicated support from an experienced advisor. We schedule appointments at times convenient for you, with options for in-person meetings at our Sheffield office, telephone consultations, or video calls.

Before your appointment, we ask you to gather relevant documents including identification, proof of address, and any correspondence related to your benefits or pension. This allows us to make the most of your consultation time.

Our fees are fixed and transparent. The price you see is the price you pay, with no hidden costs or additional charges for follow-up questions within your service scope.

After your consultation, you receive a written summary of our discussion and recommendations. For application services, this includes completed forms ready for your review and submission, along with guidance on next steps.

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Please Note: Our services provide guidance and support with benefit and pension applications. Final decisions on eligibility and award amounts rest with the relevant government departments. Individual results depend on specific circumstances and eligibility criteria established by current legislation.