Transparent Pricing for Financial Planning
Choose the subscription level that matches your financial planning needs
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly one-hour consultation
- Basic financial goal setting
- Budgeting guidance and support
- Email support between sessions
No commission or product sales
Comprehensive Planning
Our flagship service with comprehensive financial guidance
per month
- Bi-weekly consultation sessions
- Detailed analytical reviews
- Comprehensive goal planning
- Priority phone and email support
- Quarterly progress assessments
No commission or product sales
Premium Guidance
Intensive support for complex financial situations
per month
- Weekly consultation availability
- Advanced analytical modelling
- Complex situation planning
- Dedicated advisor relationship
- Monthly written progress reports
- Unlimited email and phone support
No commission or product sales
All prices include VAT at 20% where applicable
Authorised and regulated by the Financial Conduct Authority (FCA) - FRN 572046
Representative APR: N/A - No credit provided. All subscriptions are month-to-month with no long-term commitment
Additional Services
Frequently Asked Questions
Can I change my subscription level
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect from the next billing cycle.
Are there any setup fees or long-term commitments
No setup fees and no long-term commitments. All subscriptions are month-to-month and can be cancelled with 30 days notice.
What's included in the consultation sessions
Sessions include personalised financial guidance, goal setting, budgeting advice, and analytical reviews based on your subscription level.
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