Simple, Transparent Pricing
Choose the plan that fits your financial planning needs. All plans include personalised guidance and ongoing support.
Individual results may vary.
Past performance does not guarantee future results.
Essential
Perfect for getting started
£150
per month
Service Fee: £0 setup fee
Additional Consultation: £85/hour
- Monthly 45-minute consultation
- Personalised financial review
- Email support
- Basic planning templates
Professional
Comprehensive planning approach
£250
per month
Service Fee: £0 setup fee
Additional Consultation: £75/hour
- Bi-weekly 60-minute consultations
- Detailed financial analysis
- Priority phone and email support
- Advanced planning tools
- Quarterly progress reviews
Premium
Complete financial partnership
£395
per month
Service Fee: £0 setup fee
Additional Consultation: £65/hour
- Weekly 90-minute consultations
- Comprehensive financial strategy
- Direct phone line access
- Premium planning suite
- Monthly detailed reports
- Tax planning guidance
Payment Information
Service Fees
All prices are inclusive of applicable taxes. Monthly subscriptions are billed in advance and auto-renew unless cancelled.
2.9% payment processing fee applies to all transactions
VAT Information
All prices include VAT at the current rate.
VAT is calculated at 20% for UK residents
Prices subject to change with 30 days notice. Individual results may vary.
Representative APR N/A% No credit or financing offered
Compare All Plans
| Features | Essential | Professional | Premium |
|---|---|---|---|
| Consultation frequency | |||
| Session duration | |||
| Support level | |||
| Planning tools | |||
| Additional resources | Email support | Phone & email support | Direct line access |
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle.
Is there a contract commitment?
No long-term contracts required. All plans are month-to-month and can be cancelled with 7 days notice.
What payment methods do you accept?
We accept all major credit and debit cards, as well as bank transfers for annual payments.
Have questions about which plan is right for you?
Contact Us Today