Simple, Transparent Pricing
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with financial planning
- One 45-minute consultation monthly
- Basic analytical review
- Email support
- Resource library access
Commission:: No commission-based products
Service Type:: General consultation and analysis
Comprehensive Planning
Our most popular option for thorough financial guidance
- One 60-minute consultation monthly
- Detailed analytical reviews
- Priority email support
- Quarterly planning reports
- Market insights newsletter
Commission:: No commission-based products
Service Type:: Comprehensive consultation and analysis
Premium Planning
Maximum support for complex financial situations
- Two consultations monthly (90 minutes total)
- Comprehensive analytical reviews
- Phone and email support
- Monthly detailed reports
- Exclusive market research
- Quarterly strategy sessions
Commission:: No commission-based products
Service Type:: Premium consultation and analysis
Payment Information
VAT Details
All prices shown are inclusive of VAT where applicable.
UK VAT charged at 20% standard rate
Commission Structure
We operate on a fee-only basis with no commission arrangements.
Our income comes solely from subscription fees, ensuring objective guidance
Representative APR: Not applicable - no credit provided N/A% Subscription fees are fixed monthly amounts
Optional Add-On Services
Additional Consultations
Extra consultation sessions beyond your plan allowance
£80 per session
Document Review
Professional review of financial documents or statements
£45 per review
Special Projects
Custom analysis for major financial decisions
£120 per project
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription with one month's notice. Changes take effect at your next billing cycle, and we'll pro-rate any differences in cost.
What's included in the analytical reviews?
Our analytical reviews examine your financial situation, market trends affecting your goals, and potential areas for improvement. These are educational reviews, not regulated financial advice or product recommendations.
Is there a minimum commitment period?
No long-term commitments required. You can cancel your subscription anytime with 30 days written notice, and cancellation takes effect at the end of your current billing period.
Ready to start your financial planning journey? Choose the plan that fits your needs and begin building a stronger financial future today.
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