Choose Your Financial Planning Subscription
Flexible monthly subscriptions designed to fit your financial planning needs, with transparent pricing and no hidden fees.
Results may vary based on individual circumstances and market conditions
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
£149
per month
- Monthly consultation session
- Basic financial review
- Email support
- Planning resources access
Comprehensive Planning
Our most popular choice
£250
per month
- Two consultation sessions monthly
- Detailed financial analysis
- Priority email and phone support
- Quarterly planning reviews
- Personalised planning documents
Premium Planning
Complete planning solution
£399
per month
- Unlimited consultation sessions
- Comprehensive financial modelling
- 24/7 priority support
- Monthly detailed reports
- Advanced planning strategies
- Direct access to senior planners
Pricing Information
- All prices include VAT at 20% (UK standard rate)
- No setup fees or additional charges - transparent monthly pricing
- Billing occurs monthly on the same date you subscribe
Authorised and regulated by the Financial Conduct Authority (FCA) under reference number 109401
Important Financial Information
Services are consultation-based and do not involve lending (APR not applicable)
Prices subject to change with 30 days notice. Cancellation available with one month's notice.
Frequently Asked Questions
Can I change my subscription plan
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect from your next billing cycle, and we'll adjust pricing accordingly.
What happens if I cancel my subscription
You can cancel with one month's notice. You'll continue to have access to services until the end of your current billing period, with no additional charges.
Are there any setup or cancellation fees
No, there are no setup fees, cancellation charges, or hidden costs. You only pay the monthly subscription fee for the plan you choose.
Ready to start your financial planning journey with professional guidance tailored to your needs?
Choose Your Plan