Simple, Transparent Financial Planning Pricing
Choose the subscription that fits your financial planning needs — all plans include unlimited consultations and analytical reviews
Starter Plan
Perfect for getting started with financial planning
- Monthly consultation sessions
- Basic analytical reviews
- Email support included
- No priority booking
- Standard response times
Complete Plan
Comprehensive financial planning solution
- Unlimited consultation sessions
- Comprehensive analytical reviews
- Priority booking available
- Phone and email support
- Market insights included
Premium Plan
Maximum support for complex financial situations
- Unlimited priority consultations
- Advanced analytical reviews
- Same-day booking available
- Dedicated support line
- Weekly market updates
- Quarterly planning reviews
All prices include VAT at 20%
No commission charges or hidden fees — transparent monthly subscription only
Authorised and regulated by the Financial Conduct Authority, FRN 771002
Important Information
Individual results may vary
Past performance does not guarantee future results
Representative APR: Not applicable for subscription services. Monthly payments by direct debit
Additional Services
One-Off Consultations
Single session consultations for specific financial planning questions
£120 per hour
Book SessionBespoke Planning Projects
Tailored analytical reviews for complex financial situations
Quote on request
Get QuoteFrequently Asked Questions
Can I change or cancel my subscription
Yes, you can modify or cancel your subscription with 30 days' notice. No cancellation fees apply
What's included in analytical reviews
Comprehensive analysis of your financial situation, planning options, and considerations tailored to your circumstances
How quickly can I book consultations
Standard bookings within 5-7 days, priority bookings within 2-3 days, and premium same-day bookings available
Not Sure Which Plan Suits You
Speak with our team to find the perfect financial planning subscription for your needs
Discuss Options