Transparent Pricing for Every Budget
Choose the financial planning subscription that matches your needs and circumstances — all plans include personalised consultations and ongoing support
Individual results may vary significantly based on personal circumstances
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need foundational guidance and regular support
per month
- Monthly 45-minute consultation sessions
- Basic budgeting and goal-setting guidance
- Email support between sessions
- Resource allocation review
Management Fee: 0.75%
Additional Consultation Rate: £85
Comprehensive Planning
Our most popular option offering detailed financial analysis and strategic planning for individuals with complex circumstances
per month
- Monthly 90-minute consultation sessions
- Comprehensive financial position analysis
- Priority email and phone support
- Detailed savings and spending optimisation
- Quarterly progress reviews
Management Fee: 0.50%
Additional Consultation Rate: £75
Premium Planning
Complete financial planning service with extensive support for high-net-worth individuals requiring sophisticated guidance
per month
- Bi-weekly consultation sessions (90 minutes each)
- Advanced financial planning and analysis
- Dedicated advisor access during business hours
- Estate and tax planning guidance
- Monthly detailed progress reports
- Priority appointment scheduling
Management Fee: 0.25%
Additional Consultation Rate: £65
Pricing Information
Commission Structure
We may receive commissions from financial product providers when clients choose recommended products or services
Commission rates vary by product and typically range from 0.25% to 1.5% annually
VAT and Tax Information
All subscription prices include Value Added Tax at the current UK rate
Current VAT rate is 20%, already included in displayed prices
Representative APR for credit products 12.9% variable rate applies to recommended financial products where applicable Credit products subject to status and affordability assessment
Frequently Asked Questions
Can I change my plan during the subscription period
Yes, you can upgrade or downgrade your plan with 14 days notice. Changes take effect at your next billing cycle
What happens if I exceed my consultation time allocation
Additional consultation time is available at the hourly rates shown above, billed monthly with your subscription
Are there any setup fees or hidden charges
No setup fees apply. All charges are transparent and included in your monthly subscription, with additional services clearly explained beforehand
Need help choosing the right plan for your circumstances
Contact Us