Simple, Transparent Pricing
Choose the financial planning approach that works best for your situation. All prices include VAT and there are no hidden fees.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly consultation (30 minutes)
- Basic analytical review
- Email support
- Financial planning templates
Comprehensive Planning
Our flagship service for serious financial planning
per month
- Monthly consultation (60 minutes)
- Detailed analytical review
- Priority email and phone support
- Personalized planning reports
- Quarterly progress reviews
Premium Planning
Comprehensive service for complex financial situations
per month
- Bi-weekly consultations (60 minutes each)
- Comprehensive analytical review
- 24/7 support access
- Advanced planning strategies
- Monthly detailed reports
- Tax planning guidance
VAT Information
All prices include VAT at the current UK rate of 20%
Payment Information
No additional fees or commissions. Monthly billing with 30-day notice for cancellations.
Regulatory Information
FCA Authorized Representative FRN 215693
Representative APR: N/A Variable% Not applicable for consultation services
Pricing Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle.
Are there any setup fees?
No, there are no setup fees or hidden charges. You pay only the monthly subscription fee shown.
What happens if I need to cancel?
You can cancel anytime with 30 days' written notice. Your service continues until the end of your current billing period.
Need Something Different?
Contact us to discuss custom planning arrangements for unique situations or business requirements.
Contact Us