Financial Planning Subscription Pricing
Choose the consultation package that fits your financial planning needs
Essential Planning
Perfect for getting started
No commission fees
- Monthly financial consultation session
- Basic analytical review of finances
- Email support between sessions
- Access to planning resources
Professional Planning
Comprehensive guidance and support
No commission or hidden fees
- Unlimited monthly consultation sessions
- Detailed analytical financial reviews
- Priority email and phone support
- Personalised planning recommendations
- Market updates and insights
Premium Advisory
Complete financial planning partnership
No commission or product sales
- Weekly consultation availability
- Comprehensive financial analysis
- 24/7 priority support access
- Advanced planning strategies
- Quarterly planning reviews
- Direct consultant phone line
All prices include VAT at the standard rate of 20%
Regulated by the Financial Conduct Authority under reference number FCA045731
Important Information
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Subscription services do not involve lending. Past performance does not guarantee future results
Additional Services
One-Time Financial Health Check
Comprehensive review of your complete financial situation with written recommendations
£150
One-time payment, VAT included
Book ReviewEmergency Financial Consultation
Urgent consultation for unexpected financial situations or major life changes
£95
Per session, same-day availability
Request Urgent HelpPricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan with one billing cycle notice. Changes take effect on your next billing date.
What happens if I miss a payment?
We'll contact you about missed payments and provide a 7-day grace period. Services are temporarily suspended until payment is received.
Do you offer refunds for unused sessions?
Our subscription model doesn't include refunds for unused sessions, but you can carry forward unused consultations to the following month within reasonable limits.
Need Something Different?
We can create customised consultation packages for unique circumstances or specific financial planning requirements.
Discuss Custom Plan