Strategic Financial Solutions for Individuals and Businesses Across the UK
At bigstep.uno, we offer a comprehensive suite of financial consulting services designed to support your goals, protect your assets, and help you make informed decisions. Whether you’re managing personal wealth, running a business, or planning for the future, our expert team is here to guide every step of the way.
Personal Financial Planning
From: £900
Tailored plans for a secure financial future
We work closely with individuals and families to build personalised financial strategies that reflect your goals, lifestyle, and timeline. From saving and budgeting to investments and retirement, we ensure that every pound is working for you.
Services include:
- Goal-based financial planning
- Budget optimisation
- Retirement savings strategies
- Income protection advice
- Estate and inheritance planning
Investment Advisory
From: £100
Smart investments, lower risks, stronger returns
Whether you’re new to investing or looking to restructure your portfolio, our advisors offer strategic investment guidance rooted in risk awareness and long-term performance. We help you diversify effectively while remaining aligned with your personal risk tolerance.
Services include:
- Portfolio design and review
- Stocks, bonds, ISAs, and real estate advice
- ESG and ethical investment options
- Regular performance monitoring
- Risk profiling and mitigation
Business Financial Consulting
From: £1200
Clarity and structure for growing enterprises
Running a business means making dozens of financial decisions every day. We support UK entrepreneurs and SMEs by streamlining financial operations, improving cash flow, and ensuring long-term sustainability.
Services include:
- Business budgeting and forecasting
- Cash flow management
- Tax structuring and relief guidance
- Payroll and VAT support
- Investment readiness and funding preparation
Tax Efficiency & Planning
From: £200
Minimise liabilities without compromising compliance
Tax legislation in the UK is complex — but with the right strategy, you can stay ahead of deadlines while keeping more of your earnings. Our tax planning services ensure that your financial activities are structured to avoid overpayment while staying 100% compliant with HMRC.
Services include:
- Personal and corporate tax planning
- Capital gains and dividend strategies
- Self-assessment support
- Allowance optimisation
- Cross-border tax advice (where applicable)
Retirement & Pension Solutions
From: £600
Plan ahead with confidence
Whether retirement is decades away or just around the corner, our team helps you build a pension strategy that suits your career path and desired lifestyle. We review existing pensions, recommend efficient structures, and help maximise tax benefits.
Services include:
- State and private pension reviews
- Consolidation of existing pensions
- SIPPs and annuity advice
- Tax-efficient withdrawal strategies
- Retirement income forecasting
Debt & Credit Management
From: £90
Regain control and build financial resilience
If you’re struggling with debt or looking to improve your credit profile, we offer structured solutions that reduce stress and build long-term stability. No judgment — just clear, actionable advice.
Services include:
- Debt restructuring and repayment planning
- Credit score analysis and improvement strategies
- Mortgage and loan comparison
- Negotiation with creditors
- Bankruptcy and IVA advice (if required)
Family Wealth & Legacy Planning
From: £100
Preserve your assets for future generations
Transferring wealth doesn’t have to be complicated. Our legacy planning services help you put legal and financial structures in place to protect your assets and ensure a smooth transition of wealth to heirs or charitable causes.
Services include:
- Inheritance tax planning
- Trust and gifting strategies
- Will structuring guidance (in partnership with solicitors)
- Family business succession plans
- Long-term care funding solutions
Digital Financial Health Checks
From: £120
Know where you stand — anytime
Our digital assessments help you measure your current financial position in real-time. Access your customised financial health report through our secure platform and receive tailored improvement tips.
Includes:
- Real-time dashboards
- Expense tracking tools
- Net worth analysis
- Progress reports toward goals