Simple, Transparent Pricing
Choose the financial planning subscription that fits your needs. All prices include VAT and there are no hidden fees or commissions.
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial planning guidance
- Monthly 45-minute consultation
- Email support between sessions
- Basic financial planning review
- Goal setting and progress tracking
- Access to planning resources
Complete Planning
Comprehensive financial planning for serious wealth builders
- Monthly 60-minute consultation
- Phone and email support
- Comprehensive planning review
- Tax efficiency discussions
- Retirement planning guidance
Premium Planning
Maximum support for complex financial situations
- Two monthly 60-minute consultations
- Priority phone and email support
- Advanced planning strategies
- Estate planning discussions
- Tax optimisation reviews
- Quarterly progress assessments
Pricing Information
- All prices include 20% VAT
- No commission charges or hidden fees ever
- Monthly billing, cancel anytime with 30 days notice
- No cancellation fees or penalties
No credit offered - services paid monthly in advance
FCA FRN 084341
Need Something Different?
Contact us to discuss a custom planning arrangement that fits your specific requirements and circumstances.
Contact UsPricing Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle.
Are there any setup fees?
No setup fees, joining fees, or hidden charges. The monthly subscription is all you pay.
What's included in consultations?
Consultations cover financial planning discussions, goal review, strategy exploration, and answering your specific questions.