Subscription Plans
Choose the plan that fits your financial planning needs
Essential
Perfect for getting started
Billed monthly, cancel anytime
What's included:
- Monthly consultation session (60 minutes)
- Basic financial review and analysis
- Email support between sessions
- Access to planning resources
Professional
Comprehensive planning solution
Billed monthly, cancel anytime
Everything in Essential, plus:
- Extended consultation sessions (90 minutes)
- Detailed analytical reviews
- Priority email and phone support
- Quarterly strategy reviews
- Tax planning consultations
Premium
Complete financial guidance
Billed monthly, cancel anytime
Everything in Professional, plus:
- Unlimited consultation time
- Comprehensive estate planning review
- Family financial planning sessions
- Dedicated advisor relationship
- Emergency consultation availability
- Annual comprehensive review
Fee Structure & Terms
Service Fees
- Monthly Subscription: £199-£449 per month depending on plan selected
- Additional Consultations: £150 per hour for sessions beyond plan allocation
- Specialist Reviews: £200-£350 for comprehensive analysis projects
Consultation Rates
- General Financial Planning: £150 per hour
- Tax Planning Consultation: £180 per hour
- Estate Planning Review: £200 per hour
Important Legal Information
All prices include VAT at the current rate of 20%.
Payment is due monthly in advance. Cancellation requires 30 days' notice.
Our services comply with UK financial planning regulations and consumer protection laws.
Representative APR Not applicable - subscription service with no credit offered% No interest charges apply to our subscription services
Important Information
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
Are there any setup fees?
No, there are no setup fees or hidden charges. You only pay the monthly subscription fee for your chosen plan.
What happens if I cancel?
You can cancel with 30 days' written notice. You'll retain access to services until the end of your current billing period.