Flexible Financial Planning That Fits Your Life
Choose the consultation approach that matches your planning needs and timeline. All plans include personalized guidance from licensed professionals.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for straightforward financial guidance
per month
- Monthly 45-minute consultation
- Basic financial analysis review
- Goal-setting and priority planning
- Email support between sessions
Professional Planning
Comprehensive guidance for complex situations
per month
- Monthly 60-minute consultation
- Detailed analytical reviews and reports
- Multi-goal strategic planning
- Priority email and phone support
- Quarterly planning progress reviews
Premium Planning
Intensive support for high-net-worth clients
per month
- Two monthly 60-minute consultations
- Advanced analytical modeling and projections
- Complex multi-generational planning
- Dedicated advisor relationship
- Same-day response guarantee
- Annual comprehensive planning review
Pricing Information
- All prices include initial consultation and setup
- Cancel anytime with 30 days notice
- No long-term contracts or hidden fees
- All prices shown include VAT at the current UK rate of 20%
Payment and Commission Structure
Our transparent fee structure ensures you understand exactly what you're paying for professional financial guidance.
Service fee: Monthly subscription as selected above
We do not receive commissions from third-party product recommendations, ensuring unbiased advice
VAT charged in accordance with UK tax legislation
Licensed by FCA FRN 847329
Representative APR: Not applicable (consultation services, not credit products) N/A - Advisory ServicesNo interest rates apply to consultation services
Common Questions
Can I change plans?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle.
What happens if I miss a session?
We understand life happens. Missed sessions can be rescheduled within the same month, subject to advisor availability.
Are there additional costs?
No hidden fees. Your monthly subscription covers all consultation time, analysis, and support as outlined in your chosen plan.
Ready to Transform Your Financial Future?
Join thousands of clients who've discovered the confidence that comes from professional financial guidance tailored to their unique situation.
Start Planning Today