Simple, Transparent Pricing
Choose the financial planning approach that fits your goals and budget
Individual results may vary.
Past performance does not guarantee future results.
Essential Guidance
Perfect for getting started with professional financial planning
- Monthly consultation session
- Basic financial assessment
- Email support
- Resource library access
- Advanced analytical reviews
- Priority scheduling
No setup fees. £150/month including VAT. Cancel anytime with 30 days notice.
Complete Planning
Comprehensive financial planning with ongoing support
- Unlimited consultations
- Comprehensive financial analysis
- Priority email and phone support
- Quarterly strategy reviews
- Custom planning documents
- Investment management services
No setup fees. £250/month including VAT. Cancel anytime with 30 days notice.
Premium Partnership
Full-service financial partnership for complex situations
- Dedicated financial advisor
- Advanced tax optimization strategies
- Estate planning coordination
- Business financial integration
- Emergency consultation access
- Annual comprehensive review
No setup fees. £400/month including VAT. Cancel anytime with 30 days notice.
Pricing Details
Service Fees
Our transparent fee structure ensures you know exactly what you're paying for professional financial planning services.
- Monthly subscription fees cover all consultation time and analysis
- No hidden charges or additional fees for standard services
- Optional premium services available at additional cost
VAT Information
All prices include UK Value Added Tax (VAT) at the standard rate of 20%.
VAT treatment may vary for international clients based on applicable tax laws.
Representative APR 0% variable (for applicable credit products only)
Pricing Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll prorate any differences.
What's included in consultations?
All consultations include personalized financial analysis, strategic recommendations, and follow-up documentation. Higher tier plans offer more frequent sessions and advanced services.
Are there setup fees?
No setup fees or hidden charges. You pay only the monthly subscription fee for your chosen plan.
How do cancellations work?
Cancel anytime with 30 days written notice. You'll retain access through your current billing period with no penalties or additional fees.
Need something different? We can create a custom plan tailored to your specific requirements.
Contact Sales