Flexible Financial Planning Subscriptions
Choose the monthly consultation plan that matches your financial planning needs and goals
Essential Planning
Perfect for getting started with financial planning
£150
per month
- 45-minute monthly consultation
- Basic market analysis summary
- Resource allocation guidance
- Email support between sessions
- No detailed written reports
- No priority scheduling
Professional Planning
Comprehensive planning for serious financial goals
£250
per month
- 60-minute monthly consultation
- Detailed market analysis report
- Personalized resource allocation strategies
- Priority email and phone support
- Monthly written planning summary
- No same-day consultation availability
Premium Planning
Maximum flexibility and comprehensive support
£400
per month
- 90-minute monthly consultation
- Comprehensive market analysis with forecasting
- Advanced resource allocation modeling
- Priority support with same-day response
- Detailed monthly planning reports
- Flexible scheduling including weekend availability
Pricing Information and Terms
All prices include VAT at 20% (UK standard rate)
No additional fees or commissions - transparent monthly pricing
Billed monthly in advance, cancel anytime with effect from next billing cycle
FCA Registration Number: 619054691
Important Financial Information
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
No credit or lending involved - subscription payments only N/A - subscription service onlyPricing subject to change with 30 days' notice to existing subscribers
Frequently Asked Questions
Can I change plans during my subscription?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle, ensuring you never pay twice for the same period.
What happens if I miss my scheduled consultation?
We offer one rescheduling opportunity per month at no charge. Additional rescheduling requests may be accommodated based on availability but don't extend your subscription period.
Do you offer refunds for unused consultations?
No refunds are provided for unused consultations or partial months. However, you can cancel anytime to prevent future charges from your next billing cycle.
Need Something Different?
Looking for a custom arrangement or have specific requirements not covered by our standard plans? We're happy to discuss tailored solutions.
Discuss Custom Options