Choose Your Planning Package

Discover flexible subscription options designed to support your financial planning journey with professional consultations and analytical reviews.

Essential Planning

Perfect for getting started

£195 /per month

Monthly one-hour consultation session
Basic financial situation review
Email support between sessions
Simple budgeting guidance

Choose Essential

All prices include VAT. Representative APR varies based on individual circumstances.

Professional Planning

Comprehensive planning approach

£250 /per month

Two monthly consultation sessions
Detailed financial analysis and review
Priority email and phone support
Resource allocation guidance
Quarterly progress assessments

Choose Professional

Most comprehensive option for serious planners. Includes detailed analytical reviews.

Premium Planning

Complete financial planning solution

£395 /per month

Weekly consultation availability
Comprehensive analytical reports
Dedicated planner relationship
Advanced planning strategies
Monthly written progress reports
Priority booking and scheduling

Choose Premium

For clients requiring intensive planning support and regular consultation access.

Pricing Information

All displayed prices include VAT at the current UK rate
Monthly subscription fees are charged at the beginning of each billing period
Subscriptions renew automatically unless cancelled with 30 days notice

Representative APR varies based on payment method and individual circumstances

Important Service Notes

Individual results may vary significantly based on personal circumstances

Past performance does not guarantee future results

FCA Registration Number: 5501839

Additional Services Available

One-off Financial Review

Comprehensive standalone financial analysis session for non-subscribers

£150

Book Review

Specialist Consultation

Expert consultation on specific financial topics or complex situations

£95

Book Session

Pricing Questions

Can I change my subscription plan?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.

What payment methods do you accept?

We accept major credit cards, debit cards, and bank transfers. Direct debit is available for regular subscribers.

Is there a minimum commitment period?

No minimum commitment required. You can cancel your subscription at any time with 30 days written notice.

Questions About Pricing

Need help choosing the right plan for your situation? Our team is happy to discuss your requirements and recommend the most suitable option.