Simple, Transparent Pricing for Professional Financial Guidance
Choose the subscription plan that matches your financial planning needs. All plans include expert consultations and personalised guidance.
Individual results may vary and depend on personal circumstances.
Past performance does not guarantee future results.
Starter Plan
Perfect for those beginning their financial planning journey with basic guidance and support.
- One 30-minute monthly consultation
- Basic financial health assessment
- Email support for simple questions
- Access to planning resources
Professional Plan
Comprehensive monthly planning sessions with detailed analysis and strategic guidance for serious planners.
- One 60-minute monthly consultation
- Comprehensive financial review and analysis
- Personalised planning strategies
- Priority email and phone support
- Quarterly progress reviews
Premium Plan
Complete financial planning solution with enhanced support and advanced strategic guidance for complex situations.
- Two monthly consultation sessions
- Advanced financial modelling and projections
- Complex situation planning and guidance
- Unlimited email and phone support
- Monthly written progress reports
- Access to specialist advisor network
Pricing Information
- All subscription prices include 20% UK VAT
- No additional commission or hidden fees apply to our subscription services
- Monthly subscriptions do not involve credit arrangements - Representative APR not applicable
Authorised by the Financial Conduct Authority, FRN 998941
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle, and we'll pro-rate any differences in pricing.
What happens if I miss a payment?
We'll send friendly reminders for missed payments. After 7 days, your account may be temporarily suspended until payment is received. No penalty fees apply.
Are there any setup fees?
No setup fees, joining fees, or hidden charges. You pay only the monthly subscription price, which includes all features listed in your chosen plan.
Ready to Start Planning Your Financial Future?
Join over 1,000 clients who trust us with their financial planning needs
Get Started Today