Choose Your Planning Package
Welcome to transparent pricing for professional financial planning consultations. Our monthly subscription model ensures ongoing support as your circumstances evolve — no surprise fees, no complicated contracts.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
£199
per month
Perfect for individuals starting their financial planning journey who need regular guidance and support.
- Monthly 45-minute consultation session
- Email support between sessions
- Basic financial planning frameworks
- Progress tracking and goal setting
Comprehensive Planning
£250
per month
Our most popular option — ideal for professionals seeking thorough financial analysis and strategic guidance.
- Monthly 60-minute consultation session
- Priority email and phone support
- Advanced planning analysis and tools
- Quarterly review sessions included
- Custom planning documentation
Premium Planning
£349
per month
Comprehensive service for complex financial situations requiring detailed analysis and frequent consultation access.
- Monthly 90-minute consultation session
- Unlimited email and phone support
- Full planning suite with advanced analytics
- Monthly progress reports and updates
- Emergency consultation availability
- Specialist referral network access
Pricing Information
Commission Structure: We operate on a transparent subscription model with no hidden commissions or product sales incentives
VAT Information: All prices include VAT at the current UK rate of 20%
Payment Options: Direct debit, credit card, and bank transfer accepted for monthly subscriptions
Billing Schedule: Monthly billing on the same date each month, with 30 days notice for any changes
Additional Fees
- No setup fees or joining costs
- No cancellation penalties after initial commitment
- Optional specialist referrals charged separately if requested
Representative APR N/A - no credit offered% Our subscription service involves no credit arrangements or financing
Pricing Questions
Can I change plans during my subscription?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
Is there a minimum commitment period?
We recommend a minimum 3-month commitment to see meaningful progress, but you can cancel with 30 days notice after your first month.
What happens if I miss a consultation?
We offer rescheduling flexibility within the same billing month. Unused sessions don't roll over to following months.
Need something different? We can discuss custom arrangements for unique circumstances.
Discuss Options