Transparent Pricing Plans
Choose the financial planning subscription that matches your needs and budget
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
All fees include VAT at current rate
What's Included
- Monthly 45-minute consultation session
- Basic budgeting and expense analysis
- Goal setting and progress tracking
- Email support between sessions
- Advanced planning strategies not included
- No comprehensive financial reporting
Comprehensive Planning
Complete financial planning for serious money management
All fees include VAT at current rate
Everything in Essential Plus
- Extended 60-minute monthly consultations
- Detailed financial analysis and reporting
- Advanced goal planning and strategies
- Priority email and phone support
- Quarterly financial health assessments
- No specialized planning services
Premium Advisory
Full-service financial planning with comprehensive support
All fees include VAT at current rate
Everything in Comprehensive Plus
- Two monthly consultations (90 minutes total)
- Comprehensive financial modeling
- Advanced planning strategies
- Unlimited email and phone support
- Quarterly detailed progress reports
- Access to specialist referral network
Additional Pricing Information
Commission Structure
- One-time consultation sessions: £120 per hour
- Financial plan development: £500 per comprehensive plan
- Specialist referral coordination: No additional fees
VAT and Taxes
All prices include VAT at 20% (current UK standard rate)
VAT rates may change in accordance with UK tax legislation
Monthly subscriptions are billed in advance on the same date each month
Subscription changes take effect at the next billing cycle
Representative APR N/A(financial planning consultations are not credit products)
Need Something Different?
We can create a customized planning arrangement for unique situations or specific requirements.
Contact UsPricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at your next billing cycle, and we'll adjust the pricing accordingly.
What payment methods do you accept?
We accept all major credit cards, debit cards, and bank transfers. Payments are processed securely through our encrypted payment system.
Is there a minimum commitment period?
No minimum commitment required. You can cancel your subscription anytime with 30 days notice, and your service will continue until the end of your current billing period.