Simple, Transparent Pricing
Choose the financial planning subscription that fits your needs. All plans include personalised consultations with experienced professionals.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who want professional guidance and basic analytical reviews.
Plus VAT (£238.80 total)
- Monthly personal consultation (45 minutes)
- Basic financial situation analysis
- Goal setting and priority guidance
- Email support between sessions
Comprehensive Planning
Our flagship service offering detailed analysis, regular consultations, and ongoing support for serious financial planning.
Plus VAT (£300 total)
- Bi-weekly consultations (60 minutes each)
- Comprehensive financial analysis and reviews
- Detailed resource allocation guidance
- Priority email and phone support
- Quarterly progress reviews and adjustments
Premium Planning
Maximum support and guidance for complex financial situations requiring intensive analysis and frequent consultation.
Plus VAT (£420 total)
- Weekly consultations (60 minutes each)
- Advanced analytical reviews and modelling
- Complex situation planning and guidance
- Unlimited email and phone support
- Monthly detailed progress reports
- Access to specialist consultations
Pricing Details
Service Fees
Our transparent fee structure ensures you know exactly what you're paying for:
- Monthly subscription fees as displayed above
- No hidden charges or additional consultation fees
- No commission from third-party product sales
VAT Information
All subscription fees are subject to UK VAT at the standard rate of 20%.
VAT is automatically calculated and included in your monthly billing
Additional Services
For services outside your subscription plan:
- Additional consultation time: £75 per hour plus VAT
- Specialist reviews: £90 per hour plus VAT
- Written reports: £100 per report plus VAT
Representative APR Variable% APR variable. No minimum contract period. Cancel anytime with 30 days notice.
Questions About Pricing
Need help choosing the right plan for your situation? Our team is here to help you find the perfect fit.
Contact Our TeamCompare Features
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Financial analysis depth | |||
| Support availability | |||
| Progress reviews | |||
| Specialist access | Standard | Priority | Premium |