Choose Your Planning Package
Transparent pricing for comprehensive financial guidance tailored to your needs
Essential Planning
Perfect for individuals starting their financial planning journey with basic guidance needs
- Monthly 45-minute consultation
- Basic financial health assessment
- Email support between sessions
- Essential planning resources
Comprehensive Planning
Our flagship service offering detailed financial planning with ongoing support and guidance
- Monthly 60-minute consultation
- Detailed financial analysis
- Priority email and phone support
- Quarterly progress reviews
- Access to planning tools
Premium Planning
Comprehensive service for complex financial situations requiring specialised attention and expertise
- Monthly 75-minute consultation
- Advanced planning strategies
- Unlimited support access
- Monthly written reports
- Tax planning guidance
- Specialist referral network
Pricing Information
All prices include VAT at the current rate of 20%
No additional fees or commissions apply to our subscription services
Billing occurs monthly in advance with automatic renewal
Authorised and regulated by the Financial Conduct Authority (FRN 664398)
Important Details
Individual results may vary
Past performance does not guarantee future results
Representative APR: N/A (subscription service, not credit product)
Personalised Consultations
One-on-one sessions tailored to your unique financial situation and goals
Ongoing Support
Continuous guidance and support between scheduled consultations via email and phone
Strategic Planning
Comprehensive approach to financial planning covering all aspects of your financial life