Financial Planning Subscription Plans

Choose the consultation plan that matches your financial planning needs and goals

Individual results may vary

Past performance does not guarantee future results

Essential

Perfect for getting started

£125

per month

  • Monthly consultation session (45 minutes)
  • Basic financial health assessment
  • Budgeting guidance and tips
  • Email support between sessions
  • Advanced planning strategies not included
  • Priority scheduling not available
Choose Essential
Most Popular

Professional

Comprehensive financial guidance

£250

per month

  • Bi-weekly consultation sessions (60 minutes each)
  • Comprehensive financial planning review
  • Tax optimization guidance
  • Retirement planning strategies
  • Priority email and phone support
  • Quarterly progress review sessions
Choose Professional

Executive

Complete financial planning solution

£450

per month

  • Weekly consultation sessions (60 minutes each)
  • Advanced wealth planning strategies
  • Estate planning guidance
  • Business financial planning support
  • 24/7 priority support access
  • Monthly detailed progress reports
  • Access to exclusive planning resources
Choose Executive

Pricing Details

Commission Structure

All prices represent our consultation fees. We do not receive commissions from financial products, ensuring unbiased advice.

VAT Information

All prices include VAT at 20% where applicable. VAT will be shown separately on your invoice.

Billing Cycle

Subscriptions are billed monthly in advance. You can cancel anytime with 30 days' notice.

Additional Services

One-Time Consultation

Not ready for a subscription? Book individual sessions as needed.

£150 per hour (minimum 1 hour)

Project-Based Planning

Specific planning projects like retirement analysis or tax optimization review.

Starting from £500 per project

Important Information

  • All consultations can be conducted in-person or via secure video call
  • Prices may change with 60 days' written notice to subscribers
  • Results may vary based on individual circumstances and market conditions

Have Questions About Pricing

Our team is happy to help you choose the right plan for your financial planning needs.

Contact Us