Choose Your Financial Planning Subscription
Professional guidance that fits your needs
Individual results may vary significantly based on personal circumstances
Past performance does not guarantee future results
Essential Planning
Monthly consultation and basic financial analysis
£180
per month
- Monthly 45-minute consultation
- Basic financial analysis
- Email support between sessions
- Quarterly progress review
Professional Planning
Comprehensive monthly planning with detailed analysis
£250
per month
- Monthly 60-minute consultation
- Detailed financial analysis and reporting
- Priority email and phone support
- Monthly written summary and recommendations
- Access to exclusive planning resources
Premium Planning
Comprehensive service with unlimited access and priority support
£350
per month
- Bi-weekly consultations (2 per month)
- Comprehensive analysis and custom reporting
- Unlimited email and phone support
- Detailed monthly action plans
- Priority booking and flexible scheduling
- Annual comprehensive financial review
Pricing Information
All prices include VAT at 20%
No additional fees or commissions
Monthly subscription - no APR applicable
Regulatory Information
Authorised and regulated by the Financial Conduct Authority (FCA) - Firm Reference Number 803245
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your subscription with one month's notice
What happens if I miss a session?
Sessions can be rescheduled within the same month subject to availability
Is there a minimum subscription period?
No minimum commitment - cancel anytime with 30 days notice
Need something different?
Contact Us