Subscription Pricing Plans
Professional financial planning guidance that fits your needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Plan
£125
per month
Perfect for getting started with professional financial guidance and basic planning support
- Monthly consultation session (45 minutes)
- Email support between sessions
- Basic financial health assessment
- Priority booking for additional sessions
Professional Plan
£250
per month
Comprehensive planning support with regular reviews and advanced guidance for serious financial planning
- Two consultation sessions per month (45 minutes each)
- Detailed financial analysis and reports
- Email and phone support
- Quarterly comprehensive plan reviews
- Access to planning tools and resources
Premium Plan
£425
per month
Complete financial planning solution with unlimited access and advanced consulting services
- Unlimited consultation sessions
- Comprehensive financial planning suite
- Priority support via all channels
- Monthly detailed progress reports
- Advanced tax planning guidance
- Estate planning consultation included
Pricing Details
- All prices include VAT at the current rate
- No additional fees or commissions on our subscription services
- Billing occurs monthly on the anniversary of your subscription start date
- Cancel anytime with 30 days' notice - no cancellation fees
Authorised and regulated by the Financial Conduct Authority (FRN: 695412)
Representative APR: 12.9% variable (for payment plan options where applicable)
Frequently Asked Questions
Can I change plans during my subscription?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll adjust the pricing accordingly.
What happens if I miss a scheduled session?
We offer flexible rescheduling with 24 hours' notice. Missed sessions without notice cannot be carried over to the following month.
Are there any setup fees or long-term contracts?
No setup fees and no long-term contracts required. You can cancel your subscription at any time with 30 days' written notice.
Need Something Different?
We understand that every financial situation is unique. If our standard plans don't meet your specific needs, we can discuss a customized solution.
Contact us to explore personalized options