Choose Your Financial Planning Path
Transparent pricing for professional financial guidance
Individual results may vary based on personal circumstances, market conditions, and implementation of guidance
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey
£150
per month
- Monthly consultation session (45 minutes)
- Basic financial assessment and goal setting
- Email support for quick questions
- Access to planning resources and tools
Includes VAT. No setup fees or hidden charges.
Complete Planning
Comprehensive planning for serious financial growth
£250
per month
- Bi-weekly consultation sessions (45 minutes each)
- Detailed financial analysis and strategic planning
- Priority email and phone support
- Customized planning reports and recommendations
- Quarterly comprehensive financial reviews
Includes VAT. Cancel anytime with 30 days' notice.
Premium Partnership
For complex situations requiring extensive ongoing support
£400
per month
- Weekly consultation availability (unlimited 30-minute sessions)
- Advanced financial modeling and scenario planning
- Direct phone access to your dedicated planner
- Quarterly strategy sessions (90 minutes)
- Priority booking and same-day response guarantee
- Access to specialist consultants for complex situations
Includes VAT. Dedicated service level agreement included.
Payment Information and Fee Structure
Transparent Fee Structure
Unlike traditional advisers, we don't earn commissions from financial products. Your subscription fee is our only compensation.
- • No hidden fees or product-based commissions
- • No minimum asset requirements or percentage-based charges
- • Fixed monthly subscription keeps our interests aligned with yours
VAT and Tax Information
All subscription prices include UK Value Added Tax (VAT) at the standard rate.
Current VAT rate of 20% is included in all displayed prices
VAT rates may change in accordance with UK tax legislation
Additional Information
Billing and Payment
Subscriptions are billed monthly in advance on your signup date. We accept major credit cards and direct debit payments.
Cancellation Policy
Cancel anytime with 30 days' written notice. No long-term contracts or cancellation fees.
Refund Policy
Refunds are not typically provided for unused portions of billing periods, but we'll work with you on exceptional circumstances.
Questions About Pricing
Not sure which plan is right for your situation? We're happy to discuss your needs and recommend the best approach.
Discuss Options