Simple, Transparent Pricing
Choose the financial planning solution that fits your needs and budget
Individual results may vary
Past performance does not guarantee future results
Essential Planning
£150
per month
Perfect for individuals starting their financial planning journey
- Monthly consultation session
- Basic financial health assessment
- Email support
- Resource library access
Comprehensive Planning
£250
per month
Our signature service for complete financial planning support
- Bi-weekly consultation sessions
- Detailed financial analysis
- Priority phone and email support
- Personalized action plans
- Quarterly progress reviews
Premium Advisory
£450
per month
Comprehensive advisory service for complex financial situations
- Weekly consultation availability
- Advanced planning strategies
- Direct advisor phone line
- Custom reports and analysis
- Tax planning coordination
- Priority appointment scheduling
Pricing Information
All prices include VAT at 20%
No additional fees or commissions
Representative APR: N/A - No credit offered
Authorised and regulated by the Financial Conduct Authority FRN 147965
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription with 30 days' notice. Changes take effect at your next billing cycle.
What's included in the consultation sessions?
Sessions cover financial goal setting, budget analysis, planning strategies, and progress review tailored to your specific situation.
Is there a minimum commitment period?
We require a 3-month minimum commitment for new subscribers. After that, you can cancel with 30 days' notice.
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