Simple, Transparent Pricing
Choose the subscription plan that best fits your financial planning needs. All prices include VAT, with no hidden fees or long-term commitments.
Essential Planning
Perfect for getting started with professional financial guidance
per month
- One monthly consultation (45 minutes)
- Email support between sessions
- Basic financial health assessment
- Personalised action plan
- No priority booking
- Standard response time
Comprehensive Planning
Our most popular plan for serious financial planning
per month
- Two monthly consultations (45 minutes each)
- Priority email and phone support
- Detailed financial analysis and reporting
- Goal tracking and progress reviews
- Priority appointment booking
- Quarterly comprehensive reviews
Premium Advisory
Maximum support for complex financial situations
per month
- Four monthly consultations (45 minutes each)
- Unlimited email and phone support
- Advanced financial modelling and scenarios
- Tax planning guidance and coordination
- Estate planning considerations
- Regular market updates and insights
- Annual comprehensive financial review
Important Pricing Information
All subscription prices include VAT at the current UK rate of 20%
Payment processing fees may apply depending on your chosen payment method (typically 1.4% for card payments)
No APR applicable — services are paid monthly in advance with no interest charges
Authorised and regulated by the Financial Conduct Authority (FRN 386582)
Important Service Notes
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies
Past performance does not guarantee future results
Common Questions About Pricing
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days' notice. You'll retain access through your current billing period, but subscription fees are non-refundable.
What payment methods do you accept?
We accept all major credit and debit cards, bank transfers, and Direct Debit payments for UK residents.
Can I change plans during my subscription?
Absolutely! You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
Are there any setup fees or hidden costs?
No setup fees or hidden costs. The monthly subscription price is all you pay, plus applicable payment processing fees.
Not sure which plan is right for you? We're happy to discuss your needs and recommend the most suitable option.
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