Choose Your Financial Planning Path
Transparent pricing for comprehensive financial planning consultations tailored to your needs
Important Information
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started
- Monthly consultation session (60 minutes)
- Email support and guidance
- Basic financial review and assessment
- Advanced analytical reports
- Priority scheduling
Commission: 0% - No commissions charged
Hourly Rate: £125 per consultation hour
Professional Planning
Comprehensive guidance and support
- Two monthly consultation sessions (60 minutes each)
- Priority email and phone support
- Detailed analytical reviews and reports
- Customised planning recommendations
- Quarterly progress assessments
Commission: 0% - No commissions charged
Hourly Rate: £125 per consultation hour
Executive Planning
Premium service for complex needs
- Four monthly consultation sessions (60 minutes each)
- Dedicated consultant relationship
- Comprehensive analytical reports and reviews
- Advanced planning strategies and recommendations
- Monthly progress monitoring and adjustments
- Emergency consultation availability
Commission: 0% - No commissions charged
Hourly Rate: £118.75 per consultation hour
Payment Information
All prices include VAT at the current UK rate of 20%
We do not charge commissions on any recommendations or guidance provided during consultations
Monthly subscriptions are billed in advance on the same date each month
Representative APR: 0% - No interest charged on subscription payments
Feature Comparison
| Features | Essential Planning | Professional Planning | Executive Planning |
|---|---|---|---|
| Monthly Consultation Sessions | |||
| Email Support Response Time | Within 48 hours | Within 24 hours | Within 12 hours |
| Detailed Analytical Reports | |||
| Progress Monitoring | |||
| Emergency Consultation Access |
Pricing Questions
Can I change my plan after subscribing?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at the beginning of your next billing cycle, and we'll adjust your payments accordingly. Contact our team to discuss plan changes and ensure smooth transition between service levels.
Are there any hidden fees or additional charges?
No, our pricing is completely transparent. The monthly subscription fee includes all consultation sessions, support, and features listed in your chosen plan. We don't charge commissions, hidden fees, or additional costs for the services outlined in your subscription level.
What happens if I need to cancel my subscription?
You can cancel your subscription at any time with 30 days' written notice. There are no cancellation fees or penalties. Your subscription remains active until the end of your current billing period, ensuring you receive full value from your payment. Individual results may vary.
Ready to Begin Your Financial Journey
Choose the plan that best fits your needs and start receiving personalised financial planning guidance from our experienced consultants. Past performance does not guarantee future results.
Get Started Today