Choose Your Planning Approach
Transparent pricing for professional financial consultation services
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with basic financial planning guidance
- Monthly consultation session
- Basic financial analysis
- Goal-setting framework
- Email support
Professional Planning
Comprehensive financial planning with detailed analysis and ongoing support
- Bi-weekly consultation sessions
- Detailed financial analysis
- Personalised planning reports
- Priority email and phone support
- Quarterly progress reviews
Executive Planning
Premium service for complex financial situations requiring extensive guidance
- Weekly consultation availability
- Comprehensive financial modelling
- Advanced planning strategies
- Dedicated account manager
- Monthly detailed reports
- Emergency consultation access
Pricing Information
All prices include VAT at the current UK rate of 20%
No additional fees or commissions are charged beyond the stated monthly subscription price
Authorised by the Financial Conduct Authority under reference FRN 459632
Representative APR: Variable rate financing available upon request 4.9% APR variableAPR variable based on individual circumstances and creditworthiness
Additional Services
One-time Financial Review
£180
Comprehensive analysis of your current financial situation with detailed recommendations
Specialised Consultation
£120
Focused session on specific financial topics or complex scenarios
Document Preparation
£95
Professional preparation of financial planning documents and reports
Follow-up Session
£85
Additional consultation session beyond your regular subscription allocation
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from the next billing cycle.
What happens if I miss a scheduled consultation?
Missed sessions can be rescheduled within the same month, subject to availability. We understand life happens.
Are there any long-term contract requirements?
No long-term contracts required. You can cancel your subscription with 30 days' notice at any time.
Need Something Different?
If our standard plans don't fit your specific requirements, we can create a customised consultation package tailored to your unique financial planning needs.
Discuss Custom Options