Transparent Pricing for Professional Financial Planning
Choose the consultation level that matches your financial planning needs
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Review
Fundamental financial analysis and consultation for straightforward planning needs
No commission-based sales, pure consultation fee
- 90-minute consultation session
- Basic financial situation review
- Written summary of recommendations
- Follow-up email support for 30 days
- Complex tax planning
- Estate planning analysis
Comprehensive Planning
In-depth financial analysis with detailed strategic recommendations and ongoing support
Monthly subscription, no sales commission
- Monthly 2-hour consultation sessions
- Comprehensive financial analysis
- Detailed written recommendations
- Priority email and phone support
- Quarterly progress reviews
- Access to planning resources
Executive Planning
Premium service for complex financial situations requiring specialist attention
Comprehensive monthly service, no commission sales
- Unlimited consultation sessions
- Multi-specialist team access
- Complex tax and estate planning
- Dedicated account management
- Same-day response guarantee
- Custom reporting and analysis
All prices include VAT at the current rate of 20%
All fees are consultation-based with no commission or product sales
Representative APR for monthly payment plans: 8.9%variable
Authorised and regulated by the Financial Conduct Authority FRN 598016
Additional Services
Specialist Tax Review
Focused consultation on tax-efficient planning strategies
- Tax efficiency analysis
- Written recommendations
Estate Planning Consultation
Specialised consultation for estate and succession planning
- Estate planning analysis
- Succession recommendations
Frequently Asked Questions
What is included in the consultation fee?
Our consultation fees cover professional analysis, recommendations, and follow-up support as specified in each service level. We do not sell financial products or earn commissions.
Can I change my service level?
Yes, you can adjust your service level with one month's notice. We'll work with you to ensure continuity in your financial planning process.
Are there any hidden fees?
No, our pricing is transparent. The fees shown include VAT and cover all services described. We do not charge additional fees for standard consultations.
How do I cancel my subscription?
Monthly subscriptions can be cancelled with 30 days' notice. We'll provide a smooth transition and ensure you receive all contracted services during the notice period.
Ready to Start Your Financial Planning Journey?
Schedule your initial consultation today and take the first step towards better financial decision-making
Schedule Consultation