Simple, Transparent Pricing
Choose the financial planning approach that works best for your situation. All plans include personalised consultations and ongoing support.
Starter Consultation
Perfect for those just beginning their financial planning journey or needing specific guidance on particular topics.
£150
One-time consultation
- 90-minute comprehensive consultation call
- Written summary of key discussion points
- Resource recommendations and next steps
- 30-day follow-up email support
Monthly Planning
Our signature subscription service providing ongoing financial planning support that evolves with your needs.
£250
Per month
- Monthly 60-minute planning sessions
- Comprehensive financial situation reviews
- Personalised action plans and recommendations
- Email support between sessions
- Access to planning resources and tools
Premium Partnership
Comprehensive financial planning partnership for complex situations or those wanting maximum support and attention.
£450
Per month
- Bi-weekly 45-minute planning sessions
- Quarterly comprehensive reviews
- Priority email and phone support
- Custom financial planning materials
- Tax planning consultation included
- Direct access to senior planning team
Pricing Details and Terms
All prices shown include VAT at 20% (Value Added Tax)
No hidden fees or commission charges - our pricing is completely transparent
Authorised and regulated by the Financial Conduct Authority (FCA) - FRN 627145
Important Financial Information
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Representative APR for payment plans 12.9% Variable APR (rates may vary based on individual circumstances)
Have Questions About Pricing?
Our team is happy to discuss which option might work best for your specific situation and answer any questions about our services.
Speak with Our TeamPricing Frequently Asked Questions
Can I switch between plans?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll help you transition smoothly between service levels.
What happens if I need to pause my subscription?
We understand life happens. You can pause your subscription for up to 3 months per year with 30 days notice. Your plan resumes exactly where you left off.
Are there any long-term commitments?
No long-term contracts required. Our monthly subscriptions can be cancelled with 30 days notice, giving you complete flexibility as your needs change.