Simple, Transparent Pricing
Choose the subscription plan that fits your financial planning needs — no hidden fees, no long-term contracts
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial guidance
£150
per month
- Monthly 60-minute consultation
- Email support between sessions
- Basic financial goal tracking
- Resource recommendations
Monthly Fee: £150 + VAT
Additional Consultation Rate: £85/hour + VAT
Complete Planning
Comprehensive support for serious planners
£250
per month
- Two monthly consultation sessions
- Priority email and phone support
- Detailed financial analysis
- Quarterly planning reviews
- Access to specialist consultants
Monthly Fee: £250 + VAT
Additional Consultation Rate: £75/hour + VAT
Premium Planning
For complex financial situations requiring intensive support
£400
per month
- Weekly consultation availability
- Dedicated consultant relationship
- Comprehensive financial modelling
- Tax efficiency analysis
- Estate planning discussions
- Same-day response guarantee
Monthly Fee: £400 + VAT
Additional Consultation Rate: £65/hour + VAT
Pricing Details
Monthly Subscription Fees
All subscription fees are charged monthly in advance via direct debit or card payment. You can cancel your subscription at any time with 30 days' notice.
Our fee-only model means we don't earn commissions from financial products — your subscription fee covers all our services.
VAT Information
All prices shown exclude VAT, which will be added at the standard UK rate where applicable.
Current VAT rate: 20% (subject to change in accordance with UK tax regulations)
Representative APR for payment plans (where applicable) 12.9% APR representative% Rates may vary based on individual circumstances and payment method
Common Pricing Questions
Can I change plans or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your subscription at any time with 30 days' notice. There are no long-term contracts or cancellation fees.
What happens if I need extra consultation time?
Additional consultation time is available at the hourly rates shown for each plan. We'll always discuss this with you before any extra charges apply.
Are there any setup or hidden fees?
No setup fees, no hidden charges. The monthly subscription fee covers everything included in your chosen plan. Additional services are clearly priced and optional.
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