Simple, Transparent Financial Planning Pricing

Choose the subscription plan that matches your financial planning needs — no hidden fees, no surprise charges

Individual results may vary.

Past performance does not guarantee future results.

Essential Planning

Perfect for individuals starting their financial planning journey who need basic guidance and periodic consultations

£150

per month

  • Monthly financial planning consultation
  • Basic goal setting and tracking
  • Email support between sessions
  • Access to planning resources
Choose Essential
Most Popular

Comprehensive Planning

Our flagship service offering complete financial planning support with regular consultations and ongoing guidance

£250

per month

  • Bi-weekly planning consultations
  • Comprehensive financial analysis
  • Priority email and phone support
  • Personalized planning strategies
  • Quarterly progress reviews
Start Comprehensive

Premium Advisory

Intensive support for complex financial situations requiring frequent consultation and detailed strategic planning

£400

per month

  • Weekly planning consultations
  • Advanced strategic analysis
  • 24/7 priority support access
  • Complex situation management
  • Monthly detailed progress reports
  • Direct advisor phone line
Get Premium Service

Important Pricing Information

Service Fees:

All quoted prices include our consultation and planning fees with no additional commission charges

VAT Information:

All prices include VAT at the current UK rate of 20%

Billing Schedule:

Monthly subscriptions are billed in advance on your chosen start date each month

No credit facilities offered - subscription fees paid monthly in advance

Questions About Our Pricing?

We're happy to discuss which plan works best for your situation and answer any questions about our subscription model

Contact Our Team

Frequently Asked Questions

Can I change my subscription plan anytime?

Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.

What happens if I need to pause my subscription?

We offer subscription pauses for up to 3 months per year for circumstances like extended travel or temporary financial constraints.

Do you offer refunds if I'm not satisfied?

While we don't offer refunds due to the personalized nature of our service, we work closely with clients to ensure satisfaction and will help transition you to a more suitable plan if needed.