Subscription Pricing
Choose the plan that fits your financial planning needs
Essential Plan
Perfect for individuals starting their financial planning journey
- Monthly 30-minute consultation
- Basic financial review
- Email support
- Resource library access
Professional Plan
Comprehensive financial planning for serious planners
- Monthly 60-minute consultation
- Detailed analytical reviews
- Priority phone and email support
- Personalised planning documents
- Quarterly progress reports
Premium Plan
Complete financial planning solution with dedicated support
- Bi-weekly consultations (90 minutes)
- Comprehensive financial analysis
- 24/7 priority support
- Custom planning strategies
- Monthly detailed reports
- Direct advisor mobile access
Pricing Information
All prices include VAT at 20%
No commission-based fees or hidden charges
Licensed by FCA FRN 847329
Representative APR varies based on individual circumstances
Important Notice
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Additional Services
One-off Financial Review
Comprehensive standalone financial assessment
£150
Specialist Tax Consultation
Expert tax planning and compliance advice
£200
Pricing FAQ
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the next billing cycle.
Are there any setup fees?
No setup fees or joining costs. Your subscription begins with the first month's payment.
What happens if I cancel?
You can cancel anytime with 30 days notice. You'll continue receiving service until the end of your billing period.
Need Something Different?
We offer tailored solutions for unique financial planning requirements. Contact us to discuss your specific needs.
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