Transparent Pricing for Professional Planning
Choose the financial planning approach that fits your needs and budget
All prices include VAT at 20%
Registered with Companies House, Company Number: 49776030
Starter Consultation
Perfect for getting started
per month
- Monthly 30-minute consultation
- Basic financial review
- Email support
- Planning resource access
- No detailed analysis
- Limited follow-up support
Complete Planning
Our signature service
per month
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Personalized planning recommendations
- Priority email and phone support
- Quarterly progress reviews
- Access to planning tools
Premium Advisory
For complex financial situations
per month
- Bi-weekly consultation sessions
- Advanced planning strategies
- Tax planning integration
- Estate planning considerations
- Direct consultant access
- Custom reporting and analysis
Payment Information
Fee Structure
- No setup fees or hidden charges
- All consultation fees included in subscription
- Cancel anytime with 30 days notice
VAT Information
- All prices include VAT at the standard rate of 20%
- VAT invoices provided for all transactions
- VAT registration number: GB125950407
Representative APR: Variable rate N/A% Service fees are not subject to APR calculations
Individual results may vary.
Past performance does not guarantee future results.
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
Are there any setup fees?
No, there are no setup fees, initiation costs, or hidden charges. The monthly subscription covers all services included in your plan.
How do I cancel my subscription?
You can cancel anytime by providing 30 days written notice. Your service will continue until the end of your current billing period.
Do you offer refunds?
We do not provide refunds for partial billing periods or unused services, but you can cancel to avoid future charges.
Ready to Start Planning?
Choose your plan and begin your journey toward better financial confidence today.
Contact Us