Financial Planning Subscription Pricing
Choose the plan that fits your financial planning needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started
£150
per month
- Monthly 45-minute consultation
- Email support between sessions
- Basic financial analysis
- Consultation session notes
Comprehensive Planning
Our complete planning service
£250
per month
- Monthly 60-minute consultation
- Priority email and phone support
- Detailed analytical reviews
- Quarterly progress reports
- Access to planning resources
Premium Advisory
Maximum support and guidance
£350
per month
- Monthly 90-minute consultation
- Unlimited support access
- Comprehensive financial modelling
- Monthly written reports
- Tax year planning reviews
- Direct consultant mobile access
Pricing Information
All prices include VAT at 20%
We operate on a fee-only basis with no commission arrangements
VAT charges comply with current UK tax legislation
No credit facilities offered - all subscriptions are monthly payments
Authorised and regulated by the Financial Conduct Authority (FCA). FRN: 310258
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription plan with one month's notice. Changes take effect at your next billing cycle.
What happens if I miss a monthly payment?
We'll contact you if payment fails and provide a 7-day grace period. Continued access requires current subscription status.
Are there any setup fees or contracts?
No setup fees apply. Our service operates on a rolling monthly basis with no long-term contracts required.
Need Something Different?
We can create tailored consultation packages for unique circumstances or specific planning projects.
Discuss Custom Options