Choose Your Financial Planning Subscription
Transparent pricing for professional consultation and personalised guidance tailored to your needs.
Individual results may vary based on personal circumstances and commitment to the planning process.
Past performance does not guarantee future results.
Starter Planning
Essential guidance for financial beginners
per month
- One consultation session per month
- Email support within 48 hours
- Basic resource allocation guidance
- Access to planning templates
Fee Structure:: Monthly subscription, no hidden costs
Additional Consultation:: £85 per hour
Professional Planning
Comprehensive support for serious planners
per month
- Two consultation sessions per month
- Priority email and phone support
- Advanced resource allocation strategies
- Personalised planning documents
- Quarterly progress reviews
Fee Structure:: Monthly subscription, includes all listed features
Additional Consultation:: £75 per hour
Executive Planning
Premium service for complex financial situations
per month
- Unlimited consultation sessions
- 24-hour priority support
- Complex financial strategy development
- Dedicated consultation manager
- Monthly strategy reviews
- Tax year planning sessions
Fee Structure:: Monthly subscription, all-inclusive service
Additional Consultation:: Included in subscription
Payment Terms and Information
- VAT:: All prices include 20% VAT where applicable
- Commission Structure:: We do not receive commissions from third-party products
- Payment is due monthly in advance via direct debit or card payment.
Representative APR for payment plans: N/A - No credit offered% Services are paid monthly with no credit extended
Detailed Plan Comparison
| Feature | Starter Planning | Professional Planning | Executive Planning |
|---|---|---|---|
| Flexible subscription model | |||
| Personalised consultation sessions | |||
| Ongoing support and guidance | |||
| Transparent fee structure | |||
| Response time guarantee | 48 hours | 24 hours | 4 hours |
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle.
Is there a minimum contract period?
No, all subscriptions are month-to-month with 30 days' notice required for cancellation.
What happens if I exceed my consultation allowance?
Additional consultations are available at the hourly rate specified for your plan.
Ready to Start Your Financial Planning Journey
Choose the subscription that matches your needs and begin receiving professional guidance tailored to your situation.
Speak to Advisor