Simple, Transparent Pricing
Choose the financial planning support that fits your needs — no hidden fees, no surprises
Individual results may vary
Past performance does not guarantee future results
Essential Consultation
Perfect for those starting their financial planning journey
£150
per month
- Monthly 60-minute consultation
- Basic financial review
- Email support
- Resource allocation guidance
Complete Planning
Comprehensive support for serious financial planning
£250
per month
- Two 60-minute consultations monthly
- Comprehensive financial analysis
- Priority phone and email support
- Detailed resource allocation planning
- Quarterly progress reviews
Premium Partnership
Maximum support with unlimited access to expert guidance
£400
per month
- Unlimited consultation hours
- Advanced financial planning strategies
- 24/7 support access
- Personalised action plans
- Monthly detailed reports
- Direct advisor mobile access
Pricing Information
- All prices include VAT at the current rate of 20%
- No setup fees or hidden charges — what you see is what you pay
- Billed monthly, cancel anytime with 30 days' notice
Representative APR: N/A (subscription service, not a credit product)
Authorised and regulated by the Financial Conduct Authority, FRN 109401
Pricing Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect from your next billing cycle.
What happens if I cancel?
You can cancel anytime with 30 days' notice. You'll continue to receive services until the end of your current billing period.
Do you offer refunds?
We don't offer refunds for services already provided, but we're committed to ensuring you're satisfied with your experience.
Still Have Questions?
Our team is here to help you choose the right plan for your financial planning needs.
Contact Our Team