Subscription Plans
Choose the consultation plan that fits your financial planning needs and budget
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for those starting their financial planning journey
per month
Professional Planning
Comprehensive planning for serious financial goals
per month
Elite Consultation
Maximum support for complex financial situations
per month
Pricing Information
All prices include VAT at the current rate of 20%
No additional fees or commissions are charged for consultation services
Subscriptions are billed monthly in advance with automatic renewal unless cancelled
No credit is provided - all payments are due monthly in advance
Authorised and regulated by the Financial Conduct Authority, FRN 014586
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription plan at any time, with changes taking effect at your next billing cycle.
What happens if I miss a scheduled consultation?
We require 24 hours notice for cancellations. Missed appointments without notice may result in forfeiture of that month's session.
Do you provide written reports?
Professional and Elite plans include written summaries and planning documents. Essential plan clients receive session notes via email.
Ready to Start Planning?
Choose your subscription plan and begin your journey toward better financial decision-making with personalized monthly consultations.
Contact Us