Financial Planning Subscription Pricing
Choose the planning approach that fits your financial circumstances and goals
Individual results may vary based on personal circumstances, market conditions, and implementation of guidance provided
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need foundational guidance and periodic check-ins.
per month
What's included
- Monthly consultation session (30 minutes)
- Basic financial health assessment
- Email support between sessions
- Personal action plan updates
Management fee: 0.75%
Minimum monthly fee: £50
Comprehensive Planning
Our flagship subscription for individuals serious about achieving comprehensive financial security and long-term wealth building.
per month
What's included
- Two consultation sessions per month (45 minutes each)
- Detailed financial analysis and planning
- Priority email and phone support
- Quarterly comprehensive plan reviews
- Tax planning guidance and support
Management fee: 0.50%
Additional consulting: £85/hour
Premium Planning
Exclusive service for high-net-worth individuals requiring sophisticated planning strategies and dedicated advisor attention.
per month
What's included
- Unlimited consultation access
- Dedicated financial planning advisor
- Advanced planning strategies and analysis
- Estate and succession planning guidance
- Direct advisor phone line access
- Quarterly face-to-face meetings
Management fee: 0.35%
Custom fee structure: Tailored to assets
Important pricing information
Payment Terms
- Monthly subscriptions are billed in advance on the same date each month
- All fees are subject to 30 days notice for changes
- Subscription can be cancelled with 30 days written notice
Fees and VAT
- All subscription prices include VAT at the current UK rate of 20%
- We do not receive commissions from financial product providers, ensuring unbiased advice
- Additional charges may apply for specialist services beyond standard consultation scope
Representative APR for any credit products discussed 14.9% variable applicable only if credit products are recommended during consultations
Pricing questions
Can I change my subscription plan
Yes, you can upgrade or downgrade your plan at any time with changes taking effect from your next billing cycle. We'll pro-rate any differences in pricing.
Are there any setup fees or long-term contracts
No setup fees are required, and all subscriptions operate on a month-to-month basis. You can cancel anytime with 30 days notice.
What happens if I need more consultation time
Additional consultation time beyond your plan's allocation is available at our standard hourly rates. We'll always confirm additional charges before proceeding.
Ready to start your financial planning journey
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