Choose Your Financial Planning Journey
Transparent pricing for professional financial guidance that grows with your needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional financial guidance and basic planning strategies
per month
- Monthly 30-minute consultation
- Basic financial health assessment
- Goal setting and budgeting guidance
- Email support between sessions
Comprehensive Planning
Our flagship service offering detailed financial analysis and strategic planning for serious wealth builders
per month
- Bi-weekly 45-minute consultations
- Comprehensive financial analysis
- Tax efficiency strategies
- Retirement and estate planning
- Priority support and quarterly reviews
Premium Wealth Management
Exclusive service for high-net-worth individuals requiring sophisticated financial strategies and frequent guidance
per month
- Weekly 60-minute consultations
- Advanced wealth preservation strategies
- Multi-generational planning
- Tax optimization and compliance
- Direct advisor access via phone/email
- Quarterly strategy reviews and updates
Pricing Information
All prices include VAT at the standard rate of 20%
Payment processing fee of 2.9% applies to all transactions
Representative APR: 0% (no interest charged on monthly subscriptions)
Authorised and regulated by the Financial Conduct Authority. FRN: 1057292
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription with 7 days' notice. Changes take effect on your next billing cycle.
What happens if I cancel my subscription?
You can cancel anytime with 30 days' notice. You'll retain access through your current billing period, but future consultations will be cancelled.
Do you offer refunds for unused services?
We don't offer refunds for monthly subscriptions, but unused consultation time can sometimes be carried forward to the following month at our discretion.
How are consultations conducted?
Consultations are typically conducted via video call, phone, or in-person meetings by appointment. We accommodate your preferred method when possible.
Ready to Transform Your Financial Future
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