Simple, Transparent Financial Planning Pricing
Choose the consultation approach that works best for your financial planning needs
Essential Consultation
Perfect for those starting their financial planning journey
£150
per month
- Monthly 45-minute consultation session
- Basic financial situation review
- Email support between sessions
- Resource recommendations
Comprehensive Planning
Our most popular option for serious financial planning
£250
per month
- Monthly 60-minute consultation sessions
- Detailed analytical reviews and assessments
- Personalized financial planning guidance
- Priority email and phone support
- Quarterly progress reviews
Premium Advisory
For those seeking the most comprehensive financial guidance
£400
per month
- Bi-weekly 60-minute consultation sessions
- Comprehensive financial analysis and planning
- Advanced planning strategies and approaches
- Unlimited support between sessions
- Monthly detailed progress reports
- Priority access to new services and resources
Pricing Information
All prices include VAT at the current rate
No additional setup fees or hidden charges
No credit facilities offered - monthly subscription billing only
Authorised and regulated by the Financial Conduct Authority FRN 540606
Individual results may vary significantly based on personal circumstances and market conditions
Past performance does not guarantee future results
Additional Services
One-Time Financial Review
Comprehensive standalone financial assessment
£300
Specialized Tax Guidance
Additional consultation focusing on tax planning
£150
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan at any time with changes taking effect at the next billing cycle
Is there a minimum commitment period?
No minimum commitment required. You can cancel your subscription with 30 days' notice
What payment methods do you accept?
We accept all major credit cards and direct bank transfers for subscription payments
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