Choose Your Plan
Select the financial planning approach that best suits your needs. All plans include VAT and come with our commitment to professional service
Individual results may vary
Past performance does not guarantee future results
Initial Consultation
£150
One-time payment
Perfect for exploring financial planning basics and understanding our approach
- 90-minute consultation session
- Basic financial review
- Written summary of discussion
- No ongoing support included
Monthly Subscription
£250
per month
Comprehensive ongoing financial planning with regular reviews and continuous support
- Monthly consultation sessions
- Detailed analytical reviews
- Personalised planning approach
- Email support between sessions
- Quarterly progress assessments
Comprehensive Review
£750
One-time payment
In-depth financial analysis with detailed planning documentation and multiple consultation sessions
- Three consultation sessions
- Comprehensive financial analysis
- Detailed written recommendations
- 6-month follow-up support
- Priority scheduling
- Document templates and resources
Pricing Information
- All prices include VAT at 20%
- No additional fees or commissions apply
- Monthly subscriptions are billed on the same date each month
Representative APR 0.0% (No credit or financing offered - payment required in advance)
Authorised and regulated by the Financial Conduct Authority (FCA) - FRN 07484433
Compare Our Plans
| Features | Initial Consultation | Monthly Subscription | Comprehensive Review |
|---|---|---|---|
| Consultation Sessions | |||
| Written Reviews | |||
| Ongoing Support | |||
| Email Access | |||
| Priority Scheduling | Single session | Monthly sessions | Multiple sessions |
Frequently Asked Questions
Can I change my subscription plan
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle
What payment methods do you accept
We accept bank transfers, debit cards, and credit cards. All payments are processed securely through our encrypted payment system
Is there a minimum commitment period
No minimum commitment is required. You can cancel your subscription at any time with 30 days notice
Ready to Begin Your Financial Planning Journey
Take the first step toward better financial planning. Our team is ready to help you understand your options and get started
Contact Us Today