Choose Your Financial Planning Subscription
Flexible monthly plans designed to fit your financial planning needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started
£149
per month
- Monthly 45-minute consultation
- Basic financial health assessment
- Email support between sessions
- Goal setting and tracking
Professional Planning
Our most comprehensive offering
£250
per month
- Monthly 60-minute consultation
- Detailed financial strategy review
- Unlimited email and phone support
- Quarterly progress reports
- Priority booking and scheduling
Executive Planning
For complex financial situations
£399
per month
- Monthly 90-minute consultation
- Advanced strategy development
- Direct phone access to advisor
- Monthly detailed progress reports
- Tax planning consultation
- Estate planning guidance
Pricing Information
- All prices include VAT at 20%
- No setup fees or hidden charges
- VAT is calculated automatically based on UK rates
Authorized by Financial Conduct Authority, FRN 847392
Representative APR: N/A - Services are paid monthly with no credit involved
Optional Add-On Services
One-Time Financial Review
Comprehensive analysis of your complete financial situation
£195
Tax Strategy Session
Focused consultation on tax planning and optimization
£125
Estate Planning Review
Analysis of wills, trusts, and inheritance planning
£175
Emergency Consultation
Urgent financial planning session outside regular schedule
£95
Frequently Asked Questions
Can I change or cancel my subscription anytime?
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days' notice. No long-term contracts required.
What happens if I miss a monthly session?
Missed sessions can be rescheduled within the same month. We offer flexible scheduling to accommodate your availability.
Are there any additional fees or charges?
No hidden fees. The monthly subscription price includes everything listed in your chosen plan. Optional add-on services are clearly priced separately.
Need Something Different?
Every financial situation is unique. If our standard plans don't quite fit your needs, we can create a customized solution tailored specifically for you.
Discuss Custom Options