Financial Planning Subscription Pricing

Choose the consultation package that fits your financial planning needs

Individual results may vary based on personal circumstances and market conditions

Past performance does not guarantee future results

Essential Planning

Basic financial consultation service for straightforward planning needs

£199 /per month
  • Monthly consultation session
  • Basic financial review
  • Email support
  • Planning resources access
Get Started
Most Popular

Professional Planning

Comprehensive financial planning for serious wealth building

£250 /per month
  • Bi-weekly consultation sessions
  • Detailed analytical reviews
  • Priority email support
  • Advanced planning tools
  • Quarterly progress reviews
Get Started

Premium Planning

Ultimate financial planning service with maximum support and guidance

£349 /per month
  • Weekly consultation access
  • Comprehensive financial analysis
  • Phone and email support
  • Custom planning strategies
  • Monthly progress reviews
  • Dedicated planning specialist
Get Started

Pricing Details

All prices include VAT at the current rate of 20%

No hidden commissions or additional charges beyond stated subscription fees

Payment processing handled securely with no additional fees to subscribers

Representative APR: 0% (no credit extended, monthly payment in advance)

Regulatory Information

Authorised and regulated by the Financial Conduct Authority FRN 314785

Additional Services Available

One-off Consultation

Single consultation session for specific financial questions

£89 per session

Detailed Written Report

Comprehensive written analysis and recommendations document

£149 per report

Pricing Questions

Can I change my subscription plan

Yes, you can upgrade or downgrade your plan with 30 days notice, changes take effect at the next billing cycle

Is there a minimum commitment period

No minimum commitment required — you can cancel your subscription at any time with 30 days notice

What happens if I miss a payment

We'll contact you about missed payments, and service may be suspended until payment is received

Need Something Different

We can create custom consultation packages for unique financial planning requirements

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