Financial Planning Subscription Plans
Choose the consultation plan that matches your financial planning needs and goals
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed concepts.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly 45-minute consultation sessions
- Basic financial situation analysis
- Email support between sessions
- Access to planning resources library
No commission fees or hidden charges
All prices include VAT
Comprehensive Planning
Our most popular option for serious financial planning
per month
- Monthly 60-minute consultation sessions
- Detailed analytical reviews and planning
- Priority email and phone support
- Quarterly financial health assessments
- Access to exclusive market insights
Transparent fee structure with no hidden costs
All prices include VAT
Premium Advisory
Comprehensive service for complex financial situations
per month
- Bi-weekly 60-minute consultation sessions
- Advanced analytical reviews and planning
- Dedicated advisor with direct phone access
- Monthly comprehensive financial assessments
- Priority booking and flexible scheduling
- Personalised financial planning documents
Premium service with complete transparency
All prices include VAT
Important Pricing Information
Understanding our transparent fee structure and payment terms for financial planning consultations.
Payment and Billing Terms
- Monthly subscriptions automatically renew unless cancelled with 30 days notice
- All consultation fees include VAT and are payable in advance via secure payment portal
- No setup fees, cancellation charges, or hidden costs beyond stated monthly subscription
Representative APR: N/A - Services are subscription-based with no credit arrangements
Regulatory Compliance
Authorised and regulated by the Financial Conduct Authority, FRN 109401
Authorised and regulated by the Financial Conduct Authority (FRN 109401). All consultation services comply with UK financial regulations.
Pricing Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle with no additional fees.
What happens if I miss a monthly consultation?
Missed consultations can be rescheduled within the same billing month. We offer flexible scheduling to accommodate your availability.
Are there any cancellation fees?
No cancellation fees apply. Simply provide 30 days written notice to cancel your subscription without additional charges.
Need help choosing the right plan for your financial situation?
Contact Our Team