Choose Your Financial Planning Subscription
Discover the right level of financial guidance for your needs. All plans include professional consultations and personalised analytical reviews to help you make informed financial decisions.
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional financial guidance and basic planning support
per month
- Monthly financial consultation session
- Basic analytical review of finances
- Email support between sessions
- Financial goal setting guidance
Comprehensive Planning
Our most popular option combining regular consultations with detailed analytical reviews and ongoing support
per month
- Bi-monthly consultation sessions
- Detailed financial analytical reviews
- Priority email and phone support
- Comprehensive planning documentation
- Quarterly progress reviews
Premium Planning
Complete financial planning solution with unlimited access and comprehensive ongoing support
per month
- Weekly consultation availability
- Advanced analytical reporting
- Unlimited email and phone support
- Detailed financial planning reports
- Monthly strategic planning sessions
- Direct access to senior planners
Important Pricing Information
All prices include VAT at the current rate of 20%
No additional setup fees or hidden charges. Payment processing fees may apply depending on your payment method.
Monthly subscription payments. No interest charges apply. Cancel anytime with 30 days notice.
Authorised and regulated by the Financial Conduct Authority. FRN: 109401
Additional Services
- • One-off comprehensive financial health check: £150
- • Specialist consultation sessions: £75 per session
- • Detailed written financial reports: £100 each
Need Something Different
Every financial situation is unique. If our standard plans don't quite fit your needs, we'd be happy to discuss a customised approach that works for your specific circumstances.
Discuss Custom OptionsFrequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect from your next billing cycle, and we'll adjust the pricing accordingly.
What happens if I need to cancel?
You can cancel your subscription anytime with 30 days written notice. You'll continue to receive services until the end of your current billing period, and no further charges will apply.
Do you offer any guarantees?
We're committed to providing professional, valuable guidance, but we cannot guarantee specific financial outcomes. Individual results may vary based on personal circumstances and market conditions.