Financial Planning Subscription Pricing
Choose the consultation plan that matches your financial planning needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Monthly consultations for straightforward financial planning needs
No additional commissions or hidden fees
- 45-minute monthly consultation
- Basic planning review and discussion
- Email support between sessions
- Planning resource access
- Advanced planning strategies
Professional Planning
Comprehensive monthly planning consultations with detailed analysis
All-inclusive pricing with no extra charges
- 60-minute comprehensive monthly consultation
- Detailed financial situation analysis
- Strategic planning discussions
- Priority email and phone support
- Quarterly planning review sessions
Premium Planning
Intensive planning consultations with ongoing strategic support
Premium service with comprehensive support included
- 90-minute intensive monthly consultation
- Advanced planning strategy discussions
- Unlimited email and phone support
- Bi-weekly check-in calls
- Personalised planning documentation
- Priority appointment scheduling
Pricing Information
VAT Details
All prices include 20% UK VAT
VAT charged at standard UK rate of 20%
Payment and Fees
Transparent monthly pricing with no hidden costs or commission charges
We do not receive commissions from third parties for our consultation services
All displayed prices are inclusive of VAT
Regulated activities conducted by FCA authorised partners where applicable
No credit facilities offered - services paid monthly in advance
Pricing Questions
Can I change my plan?
Yes, you can upgrade or downgrade your consultation plan at any time with one month's notice
Are there setup fees?
No setup fees or joining costs. Your first consultation is scheduled within one week of subscription
What's included in consultations?
Each consultation includes personalised discussion, planning review, and follow-up resources as specified in your chosen plan
Ready to Start Planning?
Choose your consultation plan and begin your financial planning journey today
Start Consultation