Retrofit assessment & plan
The short answer
Whole-house upgrade roadmap
- Price from
- £300.00
- Time on site
- 3 to 6 hours
What you get
You receive a comprehensive Retrofit Assessment and a detailed Retrofit Plan tailored to your property.
When do you need a Retrofit assessment & plan?
You should book an assessment before starting any major energy saving work. It is often required to unlock funding or grants from the government.
- Before installing new wall insulation or solar panels.
- When applying for home upgrade grants or schemes.
- If you want a clear plan for a warmer home.
- To make sure new insulation does not cause damp.
What happens on the day
An assessor will visit for a few hours to check every part of your house. They need to see all rooms, including the loft and any basement areas.
- They measure walls and check for existing insulation.
- The pro checks all windows and your boiler.
- They inspect fans and vents to ensure good airflow.
- You might discuss your usual heating bills with them.
- They take photos of the structure for their report.
How to prepare
- Clear access to your loft and boiler
- Find your recent gas and electricity bills
- Make sure all rooms are easy to enter
- Locate any previous energy certificates or plans
- Identify where any damp or drafts are
- Ensure you have keys for all window locks
- Prepare a list of your planned home improvements
How to improve your result
- Fix any existing leaks or damp first
- Seal up obvious gaps around old doors
- Ensure all existing extractor fans work correctly
- Top up loft insulation to current standards
- Swap old light bulbs for modern LED versions
Why it is useful day to day
Following a retrofit plan makes your home feel much more comfortable. It stops cold spots and drafts that make winters feel miserable.
- Your energy bills will likely be much lower.
- The house stays warmer for longer after heating stops.
- You will have less risk of mould or condensation.
- Your property value could increase with better efficiency.
- You are helping the planet by using less carbon.
Why we ask these questions
The assessment looks at how your specific building works as a whole system. This prevents common mistakes like insulating a room without enough ventilation.
- You get a tailored plan for your specific home.
- It helps you choose the best upgrades first.
- Professionals ensure the work meets high quality standards.
- The report explains how to keep air fresh indoors.
- As a guide, expect to pay £400 to £700.
Frequently asked questions
Often needed alongside
Energy saving advice
Prioritised savings plan
- Legal requirement
- Fixed price
Home energy certificate (EPC)
Domestic EPC for sale or let
- Fixed price
Thermal imaging survey
Heat loss and hidden leaks
- Legal requirement
- Fixed price
Airtightness test
Building Regs air test
- Legal requirement
Rental energy standards advice
MEES exemptions and upgrade plan


