Choose Your Financial Planning Subscription
Flexible options designed to meet your financial planning needs. All plans include personalized consultations with certified financial planners and ongoing support as your circumstances evolve.
Basic Planning
Essential financial guidance for individuals starting their planning journey
- Monthly 45-minute consultation session
- Basic financial analysis and review
- Email support between sessions
- Goal setting and progress tracking
- Advanced planning strategies
- Tax optimization guidance
Comprehensive Planning
Complete financial planning solution for serious planners seeking comprehensive guidance
- Monthly 60-minute consultation session
- Comprehensive financial analysis
- Priority email and phone support
- Advanced planning strategies
- Tax efficiency guidance
- Estate planning consultations
Premium Advisory
Complete advisory relationship with unlimited access and specialized guidance
- Unlimited consultation sessions
- Complete financial analysis and monitoring
- 24/7 priority support access
- Advanced tax and estate planning
- Specialized planning strategies
- Quarterly comprehensive reviews
Pricing Information and Terms
- All prices include VAT at the current rate of 20%
- We do not receive commissions from financial product providers, ensuring our advice remains independent and objective
- Payments are processed securely through encrypted payment systems and charged monthly in advance
Authorised and regulated by the Financial Conduct Authority FRN 192980
No credit or lending products are offered; all services are consultation-based N/A% Credit products are not part of our service offering
Important Service Information
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Optional Add-On Services
One-Time Financial Review
Comprehensive one-time analysis perfect for specific financial decisions or annual reviews
£149
Add ServiceCouples Planning Session
Extended 90-minute sessions designed for couples planning their financial future together
£89
Add ServiceFrequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel your subscription at any time with 7 days notice before your next billing cycle. No long-term commitments required.
What happens if I miss a monthly session?
Unused sessions don't roll over, but we offer flexible scheduling to help you make the most of your monthly consultation time.
Do you provide specific product recommendations?
We focus on strategic guidance rather than specific product sales. Our advice is independent and tailored to your personal financial situation.
Questions About Our Plans?
Not sure which plan is right for you? Our team can help you choose the best option based on your financial planning goals and current situation.
Talk to Our Team