Simple, Transparent Pricing
Choose the financial planning approach that fits your needs. No hidden fees, no commission sales, just honest guidance.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional financial guidance and building solid foundations
per month including VAT
- Monthly 45-minute consultation
- Personal financial review
- Goal setting and planning
- Email support between sessions
- Resource recommendations
Comprehensive Planning
Our flagship service offering detailed analysis and strategic guidance for complex situations
per month including VAT
- Monthly 60-minute consultation
- Detailed financial analysis
- Strategic planning sessions
- Priority scheduling flexibility
- Written summary reports
- Unlimited email guidance
Executive Planning
Comprehensive service for high-net-worth individuals with complex financial situations
per month including VAT
- Monthly 90-minute consultation
- Advanced analytical reviews
- Multi-goal strategic planning
- Quarterly comprehensive reports
- Direct consultant access
- Family financial coordination
- Priority emergency consultations
Pricing Information
All prices include VAT at 20% as required by UK legislation
We do not receive commissions from financial product recommendations, ensuring unbiased guidance
VAT treatment depends on individual circumstances and may be subject to change
Representative APR N/A - No credit provided% Subscription fees are fixed monthly amounts, not variable interest rates
Authorised and regulated by the Financial Conduct Authority under firm reference number 372191
Additional Services
One-Time Financial Review
Comprehensive financial health check and strategic recommendations for non-subscribers
£180 including VAT
Book ReviewFamily Financial Workshop
Group session covering financial planning fundamentals for families or couples
£120 including VAT
Schedule WorkshopFrequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription with one month's notice. Changes take effect at your next billing cycle.
What happens if I miss a monthly session?
We offer reasonable rescheduling flexibility. Unused sessions don't roll over, but we work with you to ensure you receive value from your subscription.
Are there any setup fees or contracts?
No setup fees or long-term contracts. You can cancel with 30 days notice, and cancellation takes effect at the end of your current billing cycle.
Have questions about our pricing or need a custom solution?
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