Financial Planning Subscription Pricing
Learn more about our transparent, benefits-first approach to pricing
Starter Consultation
Perfect for getting started
£150
per month
- Monthly consultation session
- Basic financial review
- Email support included
- Personal action plan
- Advanced planning tools not included
Comprehensive Planning
Our complete financial planning service
£250
per month
- Unlimited consultation access
- Comprehensive financial analysis
- Phone and email support
- Detailed planning documents
- Regular progress reviews
Premium Advisory
For complex financial situations
£400
per month
- Priority consultation scheduling
- Advanced analytical reviews
- Dedicated advisor relationship
- Complex planning scenarios
- Quarterly strategy sessions
- Direct phone line access
Pricing Information and Details
Transparent Fee Structure
Our monthly subscription fees cover all consultation services, analysis, and ongoing support. No hidden charges or commission-based recommendations.
All prices include UK VAT at the current rate of 20%
Billing and Payment Terms
Subscriptions are billed monthly in advance. Payment is due within 7 days of invoice date. Representative APR for extended payment terms: 15.9% APR variable.
All displayed prices include VAT
Important Financial Notices
Individual results may vary significantly based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Representative APR 15.9% variable (for payment plan options). Past performance does not guarantee future results. Individual results may vary.
Authorised and regulated by the Financial Conduct Authority (FCA) - FRN 109401
Detailed Feature Comparison
| Feature Details | Starter Consultation | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Personal Consultation Time | 1 hour monthly | Unlimited access | Priority booking |
| Ongoing Support Access | |||
| Flexible Planning Approach | |||
| Transparent Pricing Structure | |||
| Document Preparation | Basic reports | Comprehensive documents | Premium formatting |
Pricing Questions & Answers
What payment methods do you accept?
We accept major credit cards, debit cards, and bank transfers. All payments are processed securely through our encrypted payment system.
Can I change my subscription level?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at the next billing cycle, and we'll pro-rate any differences.
Is there a cancellation fee?
No cancellation fees apply. Simply provide 30 days' written notice to cancel your subscription. You'll continue to receive services until the end of your current billing period.
Ready to Start Your Financial Planning Journey?
Choose the plan that best fits your needs and start building your financial confidence today. Individual results may vary based on circumstances and commitment to the planning process.
Get Started Now