Simple, Transparent Pricing for Financial Planning
Choose the approach that works best for your financial planning needs
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Consultation
Perfect for getting started with financial planning
£150
One-time consultation
What's Included
- 60-minute initial consultation
- Basic financial position review
- Written summary of recommendations
- Follow-up email support for 30 days
Most Popular
Monthly Planning
Comprehensive ongoing financial planning support
£250
per month
What's Included
- Monthly 90-minute consultations
- Comprehensive financial analysis
- Personalized planning recommendations
- Email and phone support between sessions
- Quarterly progress reviews
Premium Partnership
Full-service financial planning with priority access
£450
per month
What's Included
- Bi-weekly 90-minute consultations
- Advanced analytical reviews
- Priority scheduling and support
- Dedicated planning coordinator
- Monthly written progress reports
- Emergency consultation access
Pricing Information
All prices include VAT at 20%
No hidden fees or commissions — transparent pricing for professional service
Representative APR: 0% (no credit extended)
Regulated by the Financial Conduct Authority, FRN 033884
Compare Our Services
| Feature | Essential Consultation | Monthly Planning | Premium Partnership |
|---|---|---|---|
| Monthly Consultations | |||
| Comprehensive Analysis | |||
| Written Reports | |||
| Email Support | |||
| Emergency Access | One-time only | Monthly | Bi-weekly |
Questions About Our Services
Need help choosing the right plan or have specific questions about our financial planning approach
Speak with Our Team