Flexible Financial Planning Solutions
Choose the planning approach that fits your needs and budget
Essential Planning
Perfect for getting started
£175
per month
- Monthly 30-minute consultation
- Basic financial plan review
- Email support
- Annual plan summary
- Advanced analysis not included
Comprehensive Planning
Our most popular option
£250
per month
- Monthly 60-minute consultation
- Detailed financial plan development
- Phone and email support
- Quarterly progress reviews
- Tax planning guidance
Premium Planning
For complex financial situations
£350
per month
- Monthly 90-minute consultation
- Advanced planning strategies
- Priority support access
- Estate planning guidance
- Business planning support
- Unlimited plan adjustments
Important Pricing Information
- All prices include VAT at the current rate of 20%.
- No additional fees or commissions on recommended financial products.
- Monthly billing with the option to cancel anytime with 30 days' notice.
- Licensed by FCA FRN 847329
Important Notices
Individual results may vary.
Past performance does not guarantee future results.
Representative APR for any financing options: 15.9% APR representative% Rates may vary based on individual circumstances and creditworthiness.
Need Something Different
Have unique requirements? We can create a customised planning package tailored to your specific situation and goals.
Discuss Custom PlanPricing Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle.
What's included in the monthly consultation?
Each consultation includes plan review, goal assessment, and guidance on financial decisions. Higher tiers include longer sessions and additional services.
Are there any setup fees?
No setup fees or hidden charges. You pay only the monthly subscription fee shown, which includes VAT.
Have questions about our pricing or need help choosing the right plan? We're here to help you find the perfect fit.