Professional Financial Planning Subscription
Choose the consultation package that best fits your financial planning needs. All plans include personalised consultations, analytical reviews, and ongoing support from our experienced team.
Individual results may vary significantly
Past performance does not guarantee future results
Essential Planning
Perfect for individuals beginning their financial planning journey who need foundational guidance and regular check-ins
£125
per month
- Monthly 30-minute consultation session
- Basic analytical review of your financial situation
- Email support between sessions
- Access to planning resources and tools
No product sales or commissions — transparent fee-only service
All prices include 20% VAT
Comprehensive Planning
Our flagship service offering detailed analysis and comprehensive planning support for serious long-term wealth building
£250
per month
- Monthly 60-minute consultation session
- Detailed analytical review and written summary
- Priority email and phone support
- Quarterly strategy review sessions
- Access to advanced planning tools and calculators
Independent advice with no product commissions or hidden fees
All prices include 20% VAT
Premium Planning
Executive-level service with unlimited access and complex financial situation analysis for high-net-worth individuals
£450
per month
- Unlimited consultation sessions by appointment
- Comprehensive multi-scenario analysis
- 24/7 priority support via phone and email
- Monthly detailed written reports
- Tax planning integration and coordination
- Direct access to senior planning consultants
Completely independent service with full transparency on all fees
All prices include 20% VAT
Pricing and Payment Information
Our subscription-based model provides predictable costs and ongoing value. All services are provided on a fee-only basis with complete transparency about costs and no hidden charges.
We do not receive commissions from financial product providers, ensuring our advice remains completely independent and in your best interests.
All displayed prices include UK Value Added Tax (VAT) at the standard rate of 20%. VAT-registered businesses may be able to reclaim this tax.
Payment processing fees may apply: 2.9%APR variable, depending on payment method selected
Important Service Information
Authorised and regulated by the Financial Conduct Authority, FRN 044268
Subscription fees are charged monthly in advance. Cancellation takes effect at the end of your current billing period. No refunds are provided for unused portions of prepaid services. Individual results may vary based on personal circumstances and market conditions.
All consultations are for informational and analytical purposes only and do not constitute specific financial product recommendations. You should consider your personal circumstances and seek additional professional advice before making significant financial decisions.
Have Questions About Our Services?
Our team is here to help you choose the right planning service for your needs. We can discuss your situation and recommend the most appropriate subscription level.