Simple, Transparent Pricing Plans

Choose the monthly financial planning subscription that matches your needs and goals

Individual results may vary

Past performance does not guarantee future results

Essential Planning

Perfect for getting started

£199

per month

  • Monthly 45-minute consultation
  • Basic financial review and analysis
  • Email support between sessions
  • Simple planning framework setup

No setup fees, cancel anytime. VAT included at 20%

Choose Essential
Most Popular

Professional Planning

Comprehensive monthly guidance

£250

per month

  • Monthly 60-minute consultation
  • Comprehensive financial analysis
  • Priority email and phone support
  • Detailed planning reports
  • Resource allocation strategies

No setup fees, flexible terms. VAT included at 20%

Choose Professional

Premium Planning

Complete financial guidance

£349

per month

  • Monthly 90-minute consultation
  • Advanced strategic planning
  • Unlimited support access
  • Quarterly review meetings
  • Complex scenario analysis
  • Priority scheduling

No setup fees, premium service level. VAT included at 20%

Choose Premium

Pricing Details and Terms

Payment Structure

All subscription fees are charged monthly in advance with no long-term contracts required. You may cancel your subscription at any time with 30 days notice.

VAT Information

All displayed prices include Value Added Tax at the standard UK rate of 20%. VAT-registered businesses may reclaim this tax subject to standard HMRC rules.

Representative APR: N/A (subscription service, not credit product)

Individual results may vary. Past performance does not guarantee future results. All financial planning involves risk.

Need Something Different

Unique circumstances require tailored solutions. Contact us to discuss custom planning arrangements that match your specific needs and goals.

Discuss Custom Plan

Pricing Questions

Can I change plans anytime?

Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect from your next billing cycle.

Are there any hidden fees?

No hidden costs. The monthly subscription fee includes all consultation time, support, and materials as outlined in your chosen plan.

Do you offer refunds?

We offer a satisfaction promise for first-time subscribers. If you're not satisfied after your initial consultation, we'll work to address concerns or provide alternative approaches.