Flexible Financial Planning Subscription Options
Choose the consultation plan that best fits your financial planning needs. All plans include personalized guidance and professional support.
Individual results may vary based on personal financial situations, market conditions, and implementation of guidance provided during consultations.
Past performance does not guarantee future results.
Starter Planning
Perfect for getting started with financial planning
£150
per month
- Monthly consultation session (60 minutes)
- Basic financial assessment and guidance
- Email support between sessions
- Resource recommendations and planning tools
Complete Planning
Comprehensive financial planning for serious planners
£250
per month
- Two consultation sessions monthly (60 minutes each)
- Comprehensive financial analysis and planning
- Priority email and phone support
- Personalized planning documents and reports
- Quarterly planning reviews and adjustments
Premium Planning
Unlimited access for complex financial situations
£400
per month
- Unlimited consultation sessions (subject to availability)
- Advanced planning strategies and analysis
- Dedicated consultant relationship
- Same-day response guarantee
- Custom financial modeling and projections
- Annual comprehensive planning review
Pricing Details and Terms
Service Fees
Our consultation fees are transparent with no hidden costs. Monthly subscriptions provide access to professional financial planning guidance.
No commission-based charges apply to our consultation services.
VAT and Taxes
All prices include UK VAT at the standard rate where applicable.
Current VAT rate of 20% is included in displayed pricing for UK residents.
Additional Information
Consultation services do not involve lending or credit arrangements, therefore no APR applies.
Have questions about our pricing or need a custom solution?
Contact Us