Choose Your Financial Planning Subscription
Transparent pricing for comprehensive financial planning guidance designed to fit your budget and goals
Essential Planning
Perfect for individuals starting their financial planning journey who need basic guidance and support
- One 60-minute consultation per month
- Basic financial health assessment
- Email support between sessions
- Simple budgeting templates
Comprehensive Planning
Our flagship service offering detailed financial planning for serious money management goals
- Two detailed consultations per month
- Comprehensive financial analysis
- Priority email and phone support
- Advanced planning templates and tools
- Quarterly goal review sessions
Premium Advisory
Intensive support for high-net-worth individuals requiring sophisticated financial strategies
- Weekly consultation availability
- Advanced financial modelling
- 24-hour response guarantee
- Bespoke planning strategies
- Annual comprehensive review
- Direct adviser mobile access
Pricing Information
Fees and Charges
All subscription fees are charged monthly in advance. Additional charges may apply for services outside the standard subscription scope:
- Emergency consultation sessions: £75 per hour outside normal business hours
- Document preparation and review: £50 per hour for complex financial documentation
VAT Information
Value Added Tax is included in all displayed prices where applicable under UK tax regulations.
All prices include VAT at the current rate of 20%
Important Financial Information
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Representative APR 3.9% APR (variable) for payment plan options where applicable
Authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 163254
Optional Add-On Services
Tax Planning Review
Annual tax efficiency assessment and planning recommendations
£195 per year
Estate Planning Consultation
Comprehensive estate planning discussion and documentation guidance
£125 per session
Family Financial Planning
Specialised planning for families with children and multiple financial goals
£85 monthly add-on