Consultation Service Plans
Choose the financial planning support that fits your needs
Essential Consultation
Basic financial planning guidance for individuals starting their planning journey
£150
/per month
No commission fees
- Monthly budget review session
- Basic resource allocation guidance
- Email support for planning questions
- Access to planning tools and templates
Most Popular
Comprehensive Planning
Complete financial planning consultation with ongoing support and detailed analysis
£250
/per month
No commission fees
- Bi-weekly consultation sessions
- Detailed budget analysis and recommendations
- Strategic resource allocation planning
- Priority email and phone support
- Quarterly financial progress reviews
Premium Advisory
Intensive financial planning with weekly support and comprehensive analytical services
£400
/per month
No commission fees
- Weekly consultation sessions
- Advanced financial analysis and modelling
- Personalised planning strategies
- Dedicated consultant relationship
- Monthly detailed progress reports
- Unlimited email and phone support
All prices include VAT at the current rate of 20%
Authorised and regulated by the Financial Conduct Authority (FCA) - FRN 155665
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Representative APR: 0% - No interest charges apply to monthly subscription fees
Additional Information
Accepted Payment Methods
- Direct Debit (recommended)
- Credit and Debit Cards
- Bank Transfer
- Standing Order
Billing Information
- Monthly subscriptions are billed in advance on the same date each month
- You can upgrade, downgrade, or cancel your subscription at any time
- Cancellation takes effect at the end of your current billing cycle
Questions about our pricing or services?
Get in touch