Choose your financial planning subscription
Transparent pricing for ongoing financial guidance
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for focused planning needs
per month
- Monthly 45-minute consultation
- Email support between sessions
- Basic financial planning review
- Goal-setting guidance
Complete Planning
Comprehensive financial guidance
per month
- Monthly 60-minute consultation
- Unlimited email support
- Comprehensive financial review
- Personalised action plans
- Priority booking availability
Premium Partnership
Maximum support and guidance
per month
- Two monthly consultations (90 minutes total)
- Phone and email support
- Quarterly comprehensive review
- Priority consultant assignment
- Emergency consultation availability
- Family financial coordination
Pricing Information
- All prices include VAT at 20%. No additional fees or hidden charges.
- Subscription payments are processed monthly in advance via secure payment processing.
- Billing occurs on the same date each month. You can cancel with 30 days written notice.
- Cancellations take effect at the end of your current billing period. No refunds for partial months.
Representative APR: 0% (no interest charged on monthly subscription fees)
Licensed by FCA FRN 837291
Frequently Asked Questions
Can I change plans after subscribing?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What happens if I miss a scheduled consultation?
We offer flexible rescheduling options. Missed appointments can be rescheduled within the same billing period when possible.
Do you offer discounts for annual payments?
Currently, we operate on monthly billing only to provide maximum flexibility for our subscribers.
Is there a minimum subscription period?
No minimum commitment required. You can cancel anytime with 30 days written notice.
Questions about pricing?
Our team is happy to help you choose the right plan for your financial planning needs.
Contact Us