Transparent Pricing for Professional Financial Planning
Choose the subscription plan that matches your financial planning needs. All plans include monthly consultations with experienced professionals.
Individual results may vary
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional guidance
- Monthly 60-minute consultation session
- Personalised financial planning guidance
- Email support between sessions
- Basic budgeting and planning resources
Commission-based fees may apply: 1.5% on implemented recommendations
All prices include VAT at 20%
Comprehensive Planning
Complete financial planning with enhanced support
- Monthly 90-minute consultation sessions
- Comprehensive financial planning and analysis
- Priority email and phone support
- Advanced planning tools and resources
- Quarterly progress reviews
Commission-based fees may apply: 1.2% on implemented recommendations
All prices include VAT at 20%
Premium Planning
Full-service planning with maximum support
- Bi-monthly consultation sessions (2 per month)
- Comprehensive planning with specialised analysis
- Dedicated consultant and priority access
- Advanced planning software and tools
- Monthly progress monitoring
- Annual comprehensive review
Commission-based fees may apply: 1.0% on implemented recommendations
All prices include VAT at 20%
Pricing Details and Information
Our transparent pricing structure ensures you understand all costs associated with your financial planning subscription.
VAT Information: All subscription prices include Value Added Tax (VAT) at the standard UK rate of 20%
Payment Methods: We accept Direct Debit, bank transfer, and major credit/debit cards for monthly subscription payments
Representative APR 23.9% APR% Variable
Credit products are available to eligible customers. Terms and conditions apply.
Authorised and regulated by the Financial Conduct Authority (FRN: 143961)
Authorised and regulated by the Financial Conduct Authority (FRN: 143961)
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel with 30 days' written notice. There are no long-term contracts or cancellation penalties.
What happens if I miss a consultation?
We'll reschedule your session at no additional cost. We ask for at least 24 hours' notice when possible.
Are there any additional fees?
Monthly subscription fees are fixed. Commission-based fees may apply only when you implement specific recommendations through our service.
Have questions about our pricing?
Contact Us