Choose Your Financial Planning Package
Flexible consultation options designed to fit your financial planning needs and budget, with transparent pricing and no hidden fees
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- One 60-minute consultation session per month
- Email support between sessions
- Basic financial planning resources
- Personalised action plan creation
- No priority booking available
- Limited to standard session times
Advisory Fee: 0.75% annually on managed assets
Additional Sessions: £95 per hour
Professional Planning
Comprehensive support for serious financial planning
per month
- Two consultation sessions per month
- Priority email and phone support
- Advanced planning tools and resources
- Quarterly progress reviews
- Priority booking for appointments
- No weekend consultation availability
Advisory Fee: 0.65% annually on managed assets
Additional Sessions: £85 per hour
Premium Planning
Complete financial planning solution with unlimited access
per month
- Unlimited consultation sessions
- 24/7 priority support access
- Comprehensive financial planning suite
- Monthly detailed progress reports
- Flexible scheduling including weekends
- Direct advisor mobile contact
Advisory Fee: 0.55% annually on managed assets
Additional Sessions: £75 per hour
Payment Information
Fee Structure Details
Our transparent fee structure ensures you understand exactly what you're paying for
- All fees are clearly stated with no hidden charges
- Monthly subscriptions can be cancelled with 30 days' notice
- Additional session fees are charged only when used
VAT Information
All prices include Value Added Tax at the current UK standard rate
Current VAT rate: 20%
VAT applied in accordance with HMRC regulations
Representative APR N/A - Services paid monthly, no credit extended% No APR applicable as no credit or loan products offered
Pricing Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at the next billing cycle, and we'll pro-rate any differences in pricing.
What happens if I miss a scheduled session?
We understand life happens. If you need to reschedule, please give us 24 hours' notice when possible. We'll work with you to find an alternative time within the same billing period.
Are there any additional costs I should know about?
The monthly subscription covers your included sessions and support. Additional sessions beyond your plan allowance are charged at the hourly rates shown. There are no setup fees or hidden charges.
Need something different? We can create a custom plan tailored to your specific requirements
Contact Us