Simple, Transparent Pricing
Professional financial planning that fits your budget
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey with basic guidance needs
£150
per month
- Monthly consultation session
- Basic financial health review
- Email support included
- Online resource access
Complete Planning
Comprehensive service for individuals seeking detailed financial guidance and ongoing support
£250
per month
- Weekly consultation availability
- Detailed financial analysis
- Priority phone and email support
- Personalised planning materials
- Quarterly progress reviews
Premium Advisory
Premium service for high-net-worth individuals requiring sophisticated planning strategies
£450
per month
- Unlimited consultation access
- Advanced analytical reviews
- Dedicated adviser relationship
- Complex planning scenarios
- Monthly detailed reports
- Priority scheduling guaranteed
Pricing Information
All prices include VAT at the current rate of 20%
No commission charges - we operate on a transparent fee-only basis
Monthly billing cycle with 30 days notice for cancellation
Representative APR: 0% - no additional interest charges apply to monthly payments
Authorised and regulated by the Financial Conduct Authority FRN 910668
Service Comparison
| Feature | Essential Planning | Complete Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultations included | |||
| Transparent fixed pricing | |||
| No minimum asset requirements | |||
| Personalised guidance approach | |||
| Dedicated adviser access | Basic | Enhanced | Premium |
Frequently Asked Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time with changes taking effect from the next billing cycle
Are there any setup fees?
No setup fees or joining costs - you only pay the monthly subscription fee for your chosen plan
What happens if I cancel?
You can cancel with 30 days notice and will have access to services until the end of your current billing period
Ready to transform your financial future? Choose the plan that's right for you
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