Simple, Transparent Pricing
Choose the financial planning approach that fits your needs — no hidden fees, no surprises
Individual results may vary
Past performance does not guarantee future results
Starter Planning
Perfect for individuals just beginning their financial planning journey
per month
- Monthly 30-minute consultations
- Basic financial review and guidance
- Email support between sessions
- Simple action plan development
Complete Planning
Comprehensive financial planning for serious wealth builders
per month
- Monthly 60-minute detailed consultations
- Comprehensive financial analysis and planning
- Priority email and phone support
- Custom strategies and action plans
- Quarterly progress reviews
Executive Planning
Premium service for high-net-worth individuals and complex situations
per month
- Bi-weekly 45-minute sessions
- Advanced planning for complex financial situations
- Direct access to senior financial planners
- Multi-generational planning strategies
- Tax efficiency optimisation
- Annual comprehensive financial review
Pricing Details and Important Information
Fee Structure and Payment Terms
Our transparent fee structure includes the following important details:
- • All prices include consultation time, plan development, and ongoing support
- • Monthly fees are charged in advance on the same date each month
- • No additional charges for email support or document preparation
VAT and Regulatory Information
Important information about taxes and regulatory compliance:
All prices include VAT at the standard rate where applicable
Authorised and regulated by the Financial Conduct Authority (FCA) - FRN 114644
Representative APR for payment plans: N/A - Services paid monthly in advanceNo variable interest rates apply to our subscription services
Frequently Asked Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your plan with 30 days' notice. Changes take effect at the start of your next billing cycle.
What happens if I miss a payment?
We'll contact you immediately to resolve any payment issues. Services may be suspended after 7 days, but can be reinstated once payment is received.
Is there a minimum commitment period?
No minimum commitment required. You can cancel your subscription with 30 days' notice at any time.
Do you offer refunds?
Fees are charged monthly in advance and are generally non-refundable. However, we'll work with you to resolve any service concerns.
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