Simple, Transparent Pricing
Choose the financial planning consultation level that matches your needs. No hidden fees, no long-term contracts.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
- Monthly consultation session (60 minutes)
- Basic financial review and analysis
- Email support between sessions
- Access to planning resources
- Advanced analysis tools
- Priority support access
Professional Planning
Comprehensive planning for serious financial goals
- Two consultation sessions monthly (90 minutes each)
- Comprehensive financial analysis
- Priority email and phone support
- Quarterly progress reviews
- Advanced planning tools access
- Dedicated advisor assignment
Premium Planning
Elite service for complex financial situations
- Unlimited consultation access
- Advanced financial modelling
- 24/7 priority support
- Monthly detailed reports
- Multi-advisor team access
- Custom planning strategies
- Exclusive client events
Pricing Information
All prices include VAT at the current UK rate of 20%
No additional commission or transaction fees
Monthly billing cycle with automatic renewal
Authorised and regulated by FCA FRN 847329
Representative APR: 0% (no interest charged on subscription payments)
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect from your next billing cycle.
What happens if I cancel my subscription?
You can cancel anytime with no penalty. You'll continue to have access until the end of your current billing period.
Do you offer refunds?
We offer a satisfaction guarantee. If you're not happy with our service in your first month, we'll provide a full refund.
Are there any setup fees?
No setup fees, activation charges, or hidden costs. The monthly subscription price is all you pay.
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