Choose Your Financial Planning Journey
Transparent pricing for personalised financial guidance that fits your budget and goals
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Plan
Perfect for getting started with financial planning
- One 45-minute consultation session per month
- Basic budgeting and expense analysis
- Email support between sessions
- Access to financial planning resources and tools
Professional Plan
Comprehensive guidance for serious planners
- Two 60-minute consultation sessions per month
- Detailed financial health reviews and goal tracking
- Priority email and phone support
- Customised planning recommendations and action plans
- Quarterly progress reviews and strategy adjustments
Premium Plan
Unlimited access for complex financial situations
- Unlimited consultation sessions (reasonable use policy applies)
- Comprehensive financial analysis and planning
- Dedicated consultant and priority booking
- Advanced goal tracking and progress monitoring
- Monthly strategy reviews and plan optimisation
- Direct phone access to your assigned consultant
Pricing Information and Terms
All consultation fees are clearly stated with no hidden charges. Monthly subscriptions are billed in advance and can be cancelled with 30 days notice. Results may vary based on individual circumstances and commitment to recommended strategies.
VAT Information
All prices include VAT at the standard UK rate of 20%. VAT invoices are provided for all subscription payments.
Payment Processing
Secure payment processing provided by trusted third-party services. No additional transaction fees for standard payment methods.
No credit arrangements offered. All services paid monthly in advance.
Regulatory Compliance
Authorised and regulated by the Financial Conduct Authority - Reference Number 201454
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect from the next billing cycle, and we'll adjust your payment accordingly.
What happens if I miss a consultation session?
We require 24 hours notice for cancellations. Missed sessions without notice cannot be rescheduled or refunded, but we'll work with you to find alternative times when possible.
Are there any long-term commitments?
No long-term contracts are required. All plans are month-to-month subscriptions that can be cancelled with 30 days written notice. You retain access to services through the end of your billing period.
Need Something Different?
If our standard plans don't quite fit your needs, we can discuss customised consultation arrangements for unique circumstances or specific project-based guidance.
Discuss Custom Options