Simple, Transparent Pricing
Choose the plan that fits your financial planning needs. All plans include VAT and have no hidden fees.
Individual results may vary.
Past performance does not guarantee future results.
Essential Plan
Perfect for getting started with basic financial planning guidance and occasional consultations.
per month
What's Included:
- Monthly consultation session (up to 60 minutes)
- Basic financial position review
- Email support between sessions
- Access to planning resources
Commission:: No commission charged
Additional hours:: £75 per hour
Professional Plan
Our most popular option with comprehensive guidance and regular analytical reviews for serious planners.
per month
What's Included:
- Two consultation sessions per month (up to 90 minutes each)
- Detailed analytical reviews and reports
- Priority email and phone support
- Quarterly comprehensive planning review
- Access to exclusive planning tools
Commission:: No commission charged
Additional hours:: £65 per hour
Premium Plan
Complete financial planning support with unlimited consultations and dedicated ongoing guidance.
per month
What's Included:
- Unlimited consultation sessions
- Weekly check-ins and progress reviews
- Comprehensive analytical reports
- Direct phone line access
- Annual financial planning workshop
- Dedicated financial planning coordinator
Commission:: No commission charged
Additional hours:: Included in monthly fee
Payment Information
VAT Information
All prices include VAT at 20% where applicable.
VAT is charged in accordance with UK legislation for financial services.
Accepted Payment Methods
We accept Visa, Mastercard, American Express, and UK bank transfers.
Subscription fees are charged monthly in advance and are non-refundable except as required by law.
No credit is offered. All payments are due monthly in advance.
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle.
Are there any setup fees?
No, there are no setup fees or hidden charges. You pay only the monthly subscription fee shown.
What if I need to cancel?
You can cancel anytime with 30 days' notice. Your subscription remains active until the end of your billing period.
Need Something Different?
Looking for a customised approach or have specific requirements? We can create a bespoke plan tailored to your needs.
Contact Us