Choose Your Planning Approach
Flexible financial planning options designed for different needs and circumstances
Individual results may vary.
Past performance does not guarantee future results.
Essential Consultation
Perfect for focused guidance on specific financial questions
£85
per consultation
- One-hour personalised consultation
- Written summary of recommendations
- Resource list tailored to your needs
- 30-day email follow-up support
No additional fees
Monthly Planning Partner
Ongoing guidance and support for evolving financial goals
£250
per month
- Monthly one-hour consultation sessions
- Unlimited email support between sessions
- Personalised action plans and progress tracking
- Priority booking for additional consultations
- Quarterly comprehensive planning reviews
Cancel anytime, no setup fees
Intensive Planning Support
Comprehensive planning for complex financial situations
£450
per project
- Multiple consultation sessions as needed
- Detailed financial analysis and planning document
- Implementation roadmap with timelines
- Three months of follow-up support
- Coordination with your existing advisers
- Customised resource library
Additional hours at £95/hour
Payment Information
Value Added Tax
All prices shown include UK Value Added Tax (VAT) at the current rate.
Current UK VAT rate: 20%
Fees and Charges
Our fees are transparent with no hidden charges or commissions.
We do not receive commissions from financial product providers, ensuring our advice remains independent and focused on your best interests.
We accept major credit cards, debit cards, and bank transfers. Payment is required at the time of booking or subscription.
For monthly subscriptions paid by credit, representative APR: 21.9% variable (based on your credit provider's terms)
Common Questions
Can I change my plan later?
Absolutely. You can upgrade or downgrade your service level at any time. Changes take effect at your next billing cycle, and we'll help you transition smoothly.
What if I need to cancel my subscription?
You can cancel anytime with one month's notice. Your service continues until the end of your current billing period, and there are no cancellation penalties.
Do you offer refunds if I'm not satisfied?
While our fees are generally non-refundable due to the personalised nature of consultations, we're committed to your satisfaction and will work to address any concerns you may have.
Ready to Start Planning?
Choose the approach that fits your needs, or contact us to discuss a custom solution
Contact Us Today