Choose Your Financial Planning Subscription
Flexible monthly plans designed to support your financial journey
Individual results may vary significantly based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with financial planning
per month
Plus VAT at 20% (£240 total monthly)
- Monthly consultation session (60 minutes)
- Basic financial analysis and discussion
- Email support between sessions
- Access to monthly market updates
- No priority booking
- Standard response time (48 hours)
Comprehensive Planning
Our most popular choice for serious financial planning
per month
Plus VAT at 20% (£300 total monthly)
- Monthly consultation session (90 minutes)
- Detailed financial analysis and planning
- Priority email and phone support
- Weekly market insights and updates
- Quarterly strategy review sessions
- No emergency consultation access
Premium Planning
Comprehensive support for complex financial situations
per month
Plus VAT at 20% (£420 total monthly)
- Bi-weekly consultation sessions (90 minutes each)
- Comprehensive financial planning and analysis
- 24-hour priority support response
- Daily market updates and insights
- Monthly strategy review and adjustment
- Emergency consultation access
Pricing Details and Important Information
Fee Structure
All subscription fees are charged monthly in advance via direct debit or standing order
No additional commissions or hidden fees apply to our consultation services
VAT Information
All prices shown exclude VAT which will be added at the current UK rate
Current VAT rate: 20%
Representative APR for credit products: Variable rates available on application - terms vary based on individual circumstances N/A% Variable We do not offer credit products directly - consultation fees are payable monthly in advance
Compare Subscription Plans
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation time | |||
| Email support response time | |||
| Market updates frequency | |||
| Strategy review sessions | Quarterly | Quarterly | Monthly |
| Emergency consultation access | Not included | Not included | Included |
Ready to Start Your Financial Planning Journey?
Choose the plan that best fits your needs and begin building a better financial future
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