Simple, Transparent Pricing for Financial Planning
Choose the subscription plan that fits your needs. No hidden fees, no long-term contracts, and you can change or cancel anytime.
Individual results may vary and depend on personal circumstances, market conditions, and implementation of guidance provided.
Past performance does not guarantee future results.
Essential
Perfect for individuals starting their financial planning journey
£99
per month
No setup fees. Cancel anytime. VAT included.
Professional
Comprehensive planning for serious financial goals
£250
per month
No setup fees. Cancel anytime. VAT included.
Premium
White-glove service for complex financial situations
£450
per month
No setup fees. Cancel anytime. VAT included.
Pricing Details and Terms
Payment Structure and Fees
Our transparent fee structure ensures you know exactly what you're paying for:
- Monthly subscription fees are charged at the beginning of each billing cycle
- All prices include VAT at the current UK rate of 20%
- No additional charges for scheduled consultations within your plan limits
VAT Information
All subscription fees include Value Added Tax (VAT) at the standard UK rate.
Current VAT rate: 20%
VAT rates may change in accordance with UK legislation. Any changes will be communicated with 30 days notice.
Representative APR 0%% Our services are subscription-based with no credit or loan components. No APR applies.
Compare All Features
| Feature | Essential | Professional | Premium |
|---|---|---|---|
| Consultation Style | |||
| Ongoing Access | |||
| Fee Structure | |||
| Personal Attention | 1 session/month | 2 sessions/month | 4 sessions/month |
| Support Response Time | 48 hours | 24 hours | 4 hours |
Questions About Pricing?
Our team is happy to help you choose the right plan for your situation and answer any questions about our services.
Get in Touch