Choose Your Financial Planning Subscription
Explore our monthly consultation plans designed to fit your financial planning 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 Plan
Perfect for individuals starting their financial planning journey
£250
per month
What's included:
- Monthly 45-minute consultation session
- Personal financial review and guidance
- Email support between sessions
- Basic planning resources and tools
Professional Plan
Comprehensive planning for those with complex financial needs
£450
per month
What's included:
- Monthly 60-minute consultation session
- Detailed financial analysis and reporting
- Priority email and phone support
- Advanced planning tools and calculators
- Quarterly comprehensive financial review
Premium Plan
Complete financial planning solution with enhanced support
£650
per month
What's included:
- Monthly 75-minute consultation session
- Comprehensive financial planning and modelling
- Unlimited email and phone support
- Premium planning software and resources
- Bi-annual in-depth strategy review
- Access to specialist advisor team
Pricing Information
All prices include VAT at 20%
No additional fees or commissions apply
Authorised and regulated by the Financial Conduct Authority (FCA Reference: 948546)
Representative APR for payment plans: 3.9%variable (where applicable)
Optional Add-On Services
One-Off Consultation
Additional consultation session outside your regular schedule
£150
Written Financial Report
Detailed written analysis and recommendations document
£200
Frequently Asked Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at the start of 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 for your chosen plan.
What if I need to cancel my subscription?
You can cancel anytime with 30 days' written notice. Your service will continue until the end of your current billing period.
Need Something Different?
We can create bespoke planning arrangements for unique circumstances or specific requirements.
Contact Us