Choose Your Financial Planning Subscription
Transparent pricing for professional financial guidance that adapts to your needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need clear guidance and accountability
£180
per month
- Monthly 45-minute consultation
- Personal financial action plan
- Email support between sessions
- Basic budgeting framework
Complete Planning
Comprehensive financial planning for those ready to take control of their entire financial picture
£250
per month
- Monthly 60-minute consultation
- Detailed financial strategy document
- Priority email and phone support
- Goal tracking and progress monitoring
- Quarterly financial health review
Premium Planning
Ultimate financial planning experience with maximum flexibility and personalized attention
£350
per month
- Bi-weekly 45-minute consultations
- Comprehensive financial blueprint
- Unlimited email and phone support
- Advanced planning strategies
- Monthly progress reports
- Emergency consultation availability
Pricing Information and Terms
Service Fees and Charges
All subscription fees are charged monthly in advance. No additional commission fees are charged on recommendations provided during consultations. Consultation fees represent the total cost for the service period.
VAT and Tax Information
All prices shown include VAT at the standard UK rate of 20%. VAT-registered businesses may reclaim VAT where applicable according to HMRC guidelines.
Payment Terms and Conditions
Payment is due monthly in advance via direct debit or card payment. First payment is processed upon subscription activation. Subsequent payments are automatically processed on the same calendar day each month.
No APR applies as this is a subscription service with no credit facility offered
Frequently Asked Questions
Can I change or cancel my subscription
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days notice. Changes take effect at the next billing cycle.
What happens if I miss a payment
If payment fails, we'll attempt collection again after 3 days. Service continues during this grace period, but may be suspended if payment remains unsuccessful.
Do you offer refunds for unused services
We do not offer refunds for partial months, but you can cancel to prevent future charges. All services remain available until the end of your current billing period.
Questions About Pricing
Not sure which plan fits your needs? Our team can help you choose the right subscription level based on your financial planning goals and current situation.
Get Personalized Advice