Choose Your Financial Planning Subscription
Select the consultation plan that matches your needs and budget. All plans include personalised consultations with experienced financial planning professionals.
Individual results may vary significantly
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need basic guidance and periodic check-ins.
£125
per month
What's Included
- One 45-minute consultation per month
- Email support between sessions
- Basic financial planning worksheets
- Access to resource library
Most Popular
Professional Planning
Comprehensive monthly guidance for individuals with more complex financial situations requiring regular professional input.
£250
per month
Everything in Essential, plus
- Two 45-minute consultations per month
- Quarterly comprehensive planning reviews
- Advanced planning tools and calculators
- Priority email and phone support
- Customised planning documentation
Premium Planning
Extensive consultation support for high-net-worth individuals or those with complex financial planning requirements.
£450
per month
Everything in Professional, plus
- Four 45-minute consultations per month
- Monthly detailed planning reports
- Direct consultant phone access
- Specialised planning for complex situations
- Annual comprehensive financial review
- Unlimited email consultations
Pricing Information
- All prices include VAT where applicable
- A payment processing fee of 2.9% applies to all transactions
- Subscriptions are billed monthly in advance and renew automatically
Authorised by the Financial Conduct Authority - FRN 909747
Representative APR: 0.0% (no credit terms apply as services are paid monthly)
Compare All Plans
| Features | Essential Planning | Professional Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Support response time | 48 hours | 24 hours | Same day |
| Planning documentation | |||
| Comprehensive reviews | |||
| Specialist consultation access |
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle, and we'll help you transition smoothly between plans.
What happens if I miss a scheduled consultation?
We understand schedules change. You can reschedule consultations with 24 hours notice, and unused sessions can be carried forward for up to 60 days with prior arrangement.
Do you provide refunds for unused consultation time?
Our monthly subscriptions are non-refundable once consultation services have been provided during that billing period. However, you can cancel anytime to avoid future charges.
Still have questions about our pricing
Contact Our Team