Choose Your Financial Planning Solution
Transparent pricing with no hidden fees. Select the plan that matches your financial planning needs and goals. All prices include VAT where applicable.
Results may vary.
Past performance does not guarantee future results.
Basic Consultation
Perfect for individuals seeking periodic financial guidance and basic planning support
Per consultation
- One-hour personal consultation
- Basic financial assessment
- Written summary and recommendations
- Email follow-up support for 7 days
No commission-based products
£150/hour for additional time
Monthly Planning
Comprehensive monthly subscription for ongoing financial planning and regular consultations
Per month
- Monthly one-hour consultation
- Comprehensive financial analysis
- Personalized action plans
- Unlimited email support
- Quarterly progress reviews
Fee-only service, no commissions
£125/hour for extra consultations
Premium Advisory
Comprehensive financial planning with enhanced support and priority access to our senior advisors
Per month
- Bi-weekly consultations included
- Advanced financial modeling
- Priority support and scheduling
- Comprehensive planning documents
- Unlimited phone and email support
- Annual comprehensive review
Pure advisory model, no product sales
£100/hour for additional services
Payment Terms and Conditions
VAT Information
All prices include VAT at the current UK rate of 20%. VAT receipts are provided for all transactions for your records.
Fee Structure
We operate on a fee-only basis and do not receive commissions from financial products. This ensures our advice remains independent and in your best interests.
Payments are processed securely through encrypted payment systems. Monthly subscriptions are billed in advance.
Credit Information
We do not offer credit products or loans. All services are paid in advance and no credit checks are required.
Representative APR N/A - No credit products offered% (variable) on credit-based products
Frequently Asked Questions
Can I cancel my subscription anytime?
Yes, you can cancel your monthly subscription at any time with 30 days' notice. No cancellation fees apply.
Are there any setup fees or hidden costs?
No, our pricing is transparent with no setup fees, hidden costs, or long-term contracts required.
What payment methods do you accept?
We accept major credit cards, debit cards, and bank transfers. All payments are processed securely.
Need a custom solution for your unique financial situation? We offer tailored planning services for complex financial needs.
Request Custom Quote