Choose Your Financial Planning Subscription
Transparent monthly pricing with no hidden fees or long-term commitments. Find the plan that matches your financial planning needs and budget.
Individual results may vary and cannot be guaranteed.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with professional financial guidance
£150
per month
- Monthly 45-minute consultation call
- Personalised financial assessment and basic planning
- Email support between sessions
- Access to planning templates and resources
Consultation Fee: No additional fees
Hourly Rate: Included in subscription
Comprehensive Planning
Complete financial planning solution for serious wealth builders
£250
per month
- Monthly 90-minute consultation sessions
- Detailed financial analysis and custom strategy development
- Unlimited email and phone support
- Quarterly portfolio and progress reviews
- Priority scheduling and dedicated planner assignment
Consultation Fee: No additional fees
Management Fee: 0% - subscription only
Premium Planning
Executive-level financial planning with enhanced access and services
£450
per month
- Bi-weekly 60-minute consultation sessions
- Advanced financial modelling and scenario planning
- 24/7 priority support and emergency consultations
- Monthly written reports and detailed recommendations
- Tax planning guidance and optimisation strategies
- Annual face-to-face strategic planning session
Consultation Fee: No hidden fees
Hourly Rate: All consultations included
Important Pricing Information
- All prices include VAT at the current rate of 20%
- No commission charges or percentage fees - transparent subscription pricing only
- Monthly payments processed automatically with 30 days' notice for cancellation
No credit offered - subscription payments only. No APR applicable.
Compare Planning Features
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Support availability | |||
| Written reports | |||
| Advanced planning tools |
Questions About Our Pricing?
Our team is ready to help you choose the right financial planning subscription for your needs and budget.
Speak to Our Team