Transparent Pricing for Professional Financial Planning
Choose the consultation approach that fits your needs and budget. All plans include personalized guidance with no hidden fees or minimum asset requirements.
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of recommendations
Past performance does not guarantee future results
Essential Consultation
£125
per month
Perfect for individuals starting their financial planning journey who need basic guidance and periodic check-ins.
- Monthly 45-minute consultation session
- Email support between sessions
- Basic financial plan review
- Goal setting and progress tracking
- Educational resources and guides
No setup fees or minimum commitment period
Comprehensive Planning
£250
per month
Our most popular option providing thorough financial analysis and ongoing strategic guidance for serious planners.
- Two consultation sessions per month
- Comprehensive financial analysis
- Priority email and phone support
- Detailed written recommendations
- Quarterly plan reviews and adjustments
Includes all consultation materials and follow-up support
Premium Advisory
£395
per month
Premium service for complex financial situations requiring extensive analysis and frequent consultant interaction.
- Unlimited consultation sessions
- Advanced financial modeling and analysis
- Direct consultant phone access
- Complex tax and estate planning guidance
- Monthly written progress reports
- Same-day response to urgent questions
All-inclusive premium service with no additional charges
Payment and Fee Information
Commission Structure: We do not receive commissions from financial products or services we discuss during consultations
VAT Treatment: All prices include VAT at 20% where applicable under UK tax law
Accepted Payment Methods: Direct debit, credit cards (Visa, Mastercard), and bank transfer
Billing Schedule: Monthly billing in advance with automatic renewal unless cancelled
Representative APR for payment plans 0% (consultation services are not credit products)
Important Pricing Information
- All consultation fees are fixed monthly amounts with no percentage-based charges or asset minimums
- You can change or cancel your plan at any time with no penalty fees
- First consultation includes comprehensive financial assessment at no additional cost
- All materials, resources, and follow-up communications are included in your monthly fee
Frequently Asked Questions
Can I switch between plans during my subscription
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle with no additional fees.
What happens if I need to cancel my subscription
You can cancel anytime with no penalties. Your service continues until the end of your current billing period, and you won't be charged for future months.
Are there any setup fees or minimum commitments
No setup fees, no minimum asset requirements, and no long-term commitments. You pay month-to-month and can adjust or cancel as needed.
Have questions about pricing or need a custom consultation arrangement
Contact Our Team