Transparent Pricing for Professional Financial Planning

Choose the subscription level that matches your financial planning needs — no hidden fees, no long-term contracts, just clear pricing for expert guidance

Individual results may vary based on personal circumstances, market conditions, and implementation of guidance

Past performance does not guarantee future results

Essential Planning

Perfect for those starting their financial planning journey

£199

per month

  • Monthly financial health review
  • Quarterly planning consultation call
  • Access to planning resources library
  • Email support for planning questions
Start Essential
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Professional Planning

Our comprehensive solution for serious financial growth

£250

per month

  • Bi-weekly strategy consultations
  • Personalised financial planning reports
  • Priority email and phone support
  • Tax efficiency guidance sessions
  • Market analysis and insights
Choose Professional

Premium Planning

Elite service for complex financial situations

£399

per month

  • Weekly planning consultations
  • Advanced analytical reviews
  • Estate and succession planning guidance
  • Direct access to senior advisors
  • Bespoke research and analysis
  • 24/7 priority support access
Select Premium

Pricing Information and Terms

Subscription Structure

All plans are monthly subscriptions charged in advance via direct debit or secure card payment. No setup fees, no hidden charges.

VAT and Tax Information

All prices include VAT at the current UK rate of 20%. VAT-registered businesses may reclaim VAT where applicable.

All displayed prices include VAT

Authorised and regulated by the Financial Conduct Authority (FCA Reference: 632063)

No credit provided - subscription payments only

Pricing Questions

Can I change my subscription level after signing up?

Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle, and we'll pro-rate any differences.

What payment methods do you accept for subscriptions?

We accept all major credit cards, debit cards, and UK bank direct debits. Direct debit offers the most convenient payment method for monthly subscriptions.

Is there a minimum subscription commitment required?

No long-term contracts required. You can cancel anytime with 30 days' notice, though we recommend at least 6 months to see meaningful results from financial planning guidance.

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