Financial Planning Subscription Options
Choose the consultation package that best fits your financial planning needs and budget
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started
£150
per month
- Monthly consultation session (60 minutes)
- Basic financial situation review
- Email support between sessions
- Access to planning resources
- No comprehensive analysis
- Limited follow-up support
Comprehensive Planning
Our most popular option
£250
per month
- Bi-weekly consultation sessions (60 minutes each)
- Comprehensive financial analysis
- Priority email and phone support
- Detailed planning documentation
- Quarterly progress reviews
- No emergency consultations
Premium Planning
For comprehensive needs
£400
per month
- Weekly consultation availability
- Advanced financial modelling
- Unlimited support access
- Personal planning dashboard
- Monthly detailed reports
- Emergency consultation access
Pricing Information
Subscription Fees
All subscription fees are charged monthly in advance and include access to consultation services as specified in each plan.
No additional commission charges apply to our consultation services.
VAT Information
All prices include VAT at the current UK rate
Current VAT rate: 20%
All displayed prices are inclusive of VAT
Authorised and regulated by the Financial Conduct Authority FRN 204729
No APR applicable - subscription service with monthly billing N/AMonthly subscription - no interest charges
Plan Comparison
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly Consultations | |||
| Email Support | 1 session | 2 sessions | Unlimited |
| Phone Support | |||
| Planning Documentation | |||
| Support Response Time | Standard | Priority | Premium |
Frequently Asked Questions
Can I change or cancel my subscription
Yes, you can modify or cancel your subscription with 30 days' notice. Changes take effect at the start of your next billing cycle.
Are there any setup fees or hidden costs
No setup fees apply. All costs are clearly stated in the monthly subscription price, which includes VAT and all specified services.
What happens if I miss a consultation session
Missed sessions can be rescheduled within the same billing period, subject to advisor availability and reasonable notice requirements.
Ready to Start Your Financial Planning Journey
Choose your subscription plan and schedule your first consultation today
Contact Us