Choose Your Financial Planning Subscription
Professional guidance tailored to your financial planning needs with flexible monthly subscription options
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who want professional guidance and support
per month
- Monthly 60-minute consultation
- Basic financial situation review
- Email support between sessions
- Resource allocation guidance
Advisory Fee: 0.85% annually
Additional Consultation Rate: £95 per hour
Comprehensive Planning
Our most popular option for individuals seeking thorough financial guidance and regular support
per month
- Monthly 90-minute consultation
- Detailed financial analysis and review
- Priority email and phone support
- Personalised action plans
- Quarterly progress assessments
Advisory Fee: 0.75% annually
Additional Consultation Rate: £85 per hour
Premium Planning
Comprehensive solution for individuals with complex financial situations requiring extensive guidance
per month
- Monthly 120-minute consultation
- Comprehensive financial planning review
- Unlimited email and phone support
- Advanced planning strategies
- Monthly progress reports
- Access to specialist consultations
Advisory Fee: 0.65% annually
Additional Consultation Rate: £75 per hour
Important Payment Information
Commission Structure
We may receive compensation from financial product providers when clients choose to implement certain recommendations. This does not affect the cost of our subscription service to you.
All potential conflicts of interest will be disclosed during consultations to ensure transparency
VAT Information
All prices shown include VAT at the current UK rate of 20% where applicable to financial planning services.
VAT treatment depends on individual circumstances and may be subject to change based on current legislation
Representative APR for additional services 4.9% APR Variable rate based on individual assessment and current market conditions
Questions About Pricing?
Our team is happy to discuss which subscription option best fits your financial planning needs and circumstances.
Speak with an Advisor