Choose Your Financial Planning Subscription
Professional guidance tailored to your needs and budget
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Starter
Perfect for getting started with financial planning
per month
- One 60-minute consultation per month
- Basic budget analysis and review
- Email support for quick questions
- Access to planning resources library
- No priority booking available
- Limited to basic analysis tools
No setup fees or commissions charged
Professional
Comprehensive planning for serious financial growth
per month
- Two consultations per month (90 minutes each)
- Detailed financial analysis and projections
- Priority email and phone support
- Quarterly strategy review sessions
- Advanced planning tools access
- No unlimited consultations
Includes comprehensive analysis tools at no extra cost
Premium
Ultimate financial planning experience
per month
- Unlimited consultations and support
- Complete financial planning suite
- Same-day response guarantee
- Monthly strategy sessions with senior consultants
- Custom reporting and analysis
- Annual financial health assessment
All services included with no hidden fees
Pricing Information
All prices include VAT at 20% (standard UK rate)
No commission fees or product sales — our only revenue comes from your subscription
Monthly subscriptions renew automatically and can be cancelled with 30 days notice
No credit facilities offered - all payments are subscription-based with no interest charges Not applicable (no credit extended)
Authorised and regulated by the Financial Conduct Authority (FCA Register Number: 799221)
Frequently Asked Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
What if I need to cancel?
You can cancel anytime with 30 days written notice. No cancellation fees apply, and you retain access until your current period ends.
Are there any setup fees?
No setup fees, activation charges, or hidden costs. The monthly subscription is your only cost.
Need Something Different?
Large households or complex financial situations may require tailored solutions. Contact our team to discuss custom arrangements.
Discuss Custom Plan