Choose Your Planning Approach
Select the consultation frequency that best fits your financial planning needs. All plans include personalised guidance and ongoing support.
Individual results may vary
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
per month
- Monthly consultation session (45 minutes)
- Basic financial planning review
- Email support between sessions
- Resource recommendations
- Goal tracking assistance
Comprehensive Planning
Our most comprehensive service
per month
- Monthly consultation session (60 minutes)
- Detailed financial planning analysis
- Priority email and phone support
- Quarterly planning reviews
- Tax efficiency discussions
- Market update briefings
Premium Planning
For complex financial situations
per month
- Bi-weekly consultation sessions (60 minutes each)
- Advanced planning strategies
- Dedicated planning consultant
- Estate planning discussions
- Business planning integration
Pricing Information
All prices include VAT at the standard UK rate of 20%
Payment processing fee of 2.9% applies to card transactions
Billing occurs monthly in advance with automatic renewal
Licensed by FCA FRN 847392
No credit provided - subscription service only N/A% Monthly fees are fixed for the duration of your subscription
Additional Services
One-time Planning Review
Comprehensive one-off financial planning consultation for those not ready for monthly service
£300
Book ReviewDocument Review Service
Professional review of your financial documents, pension statements, and planning materials
£150
Request ReviewFrequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days' written notice. Your service will continue until the end of your paid period.
Are there any setup fees?
No, there are no setup or joining fees. You pay only the monthly subscription rate for your chosen plan.
What if I need to change my plan?
You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
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