Transparent Pricing for Professional Planning

Choose the subscription level that matches your financial planning needs. All plans include ongoing support and personalized consultations.

Individual results may vary

Past performance does not guarantee future results

Essential Planning

£125

per month

Perfect for individuals starting their financial planning journey who want professional guidance and basic analytical reviews

  • Monthly consultation session (45 minutes)
  • Basic financial situation analysis
  • Email support between sessions
  • Advanced market analysis
  • Comprehensive planning reports
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Most Popular

Comprehensive Planning

£250

per month

Our flagship service offering complete financial planning support with detailed analysis and ongoing guidance for serious planners

  • Two consultation sessions monthly (90 minutes total)
  • Detailed analytical reviews and reports
  • Market dynamics analysis and insights
  • Priority email and phone support
  • Quarterly comprehensive financial reviews
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Executive Planning

£450

per month

Premium service for high-net-worth individuals requiring intensive planning support and frequent consultations

  • Unlimited consultation sessions (within reason)
  • Weekly check-ins and progress reviews
  • Advanced market analysis and scenario planning
  • Direct access to senior planning consultants
  • Monthly comprehensive planning reports
  • Exclusive access to special market insights
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Important Pricing Information

All prices include VAT at the standard UK rate of 20%

No additional fees or commissions — the subscription price is all you pay

Billing occurs monthly on your subscription anniversary date

Representative APR: 0% (this is a subscription service, not a credit product)

Financial Conduct Authority FRN 742856

Optional Add-On Services

One-Time Comprehensive Review

Detailed analysis of your complete financial situation, perfect for new clients or major life changes

£195 (one-time)

Add Service

Priority Consultation Booking

Skip the queue and book consultations with 24-hour priority scheduling availability

£45 per month

Add Service

Pricing Questions

Can I change my plan anytime?

Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle, and we'll prorate any differences in pricing.

Are there any hidden fees or charges?

No hidden fees whatsoever. The price you see is exactly what you pay, including VAT. There are no setup fees, cancellation charges, or surprise costs.

What payment methods do you accept?

We accept all major credit cards, debit cards, and direct bank transfers. Payments are processed securely through encrypted systems to protect your financial information.

Ready to Start Your Financial Journey

Join 4062 clients who trust us with their financial planning needs

Start Subscription