Choose Your Financial Planning Journey
Get to know our transparent pricing structure designed to provide exceptional value for comprehensive financial planning services.
Individual results may vary. Financial outcomes depend on various factors including market conditions, personal circumstances, and individual financial decisions.
Past performance does not guarantee future results.
Essential Consultation
Perfect for focused financial guidance
£150
per consultation
- 60-minute personalized consultation
- Basic financial analysis review
- Written summary and recommendations
- Email follow-up support for 30 days
Monthly Planning
Comprehensive ongoing financial support
£250
per month
- Unlimited consultations during subscription
- Detailed market analysis and insights
- Quarterly financial planning reviews
- Priority email and phone support
- Personalized financial planning documents
Premium Advisory
Complete financial planning solution
£450
per month
- Everything in Monthly Planning
- Weekly check-ins and market updates
- Tax planning and optimization strategies
- Estate planning consultation services
- Direct phone access to senior advisors
- Comprehensive annual financial review
Pricing Information
- All prices include VAT at 20%
- Payment processing fees of 2.9% may apply depending on payment method
- Representative APR: Varies by payment method, typically 0% for direct debit arrangements
Authorised and regulated by the Financial Conduct Authority (FCA) FRN 301839
Compare Our Services
| Features Comparison | Essential Consultation | Monthly Planning | Premium Advisory |
|---|---|---|---|
| Personal consultation sessions | |||
| Market analysis and insights | |||
| Written recommendations and documentation | |||
| Ongoing support and communication |
Frequently Asked Questions
Can I switch between plans?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle, and we'll prorate any differences in cost.
What's included in the consultation sessions?
Each consultation includes a detailed review of your financial situation, personalized recommendations, market insights relevant to your goals, and written documentation of our discussion and recommendations.
Is there a minimum commitment period?
Our monthly plans require no long-term commitment — you can cancel anytime with 30 days notice. Individual consultations are booked on a per-session basis with no ongoing obligations.
Ready to Transform Your Financial Future
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