Choose Your Financial Planning Subscription
Monthly consultations designed to fit your needs and budget
Essential Planning
Perfect for individuals starting their financial planning journey with basic consultation needs.
- One monthly consultation session (45 minutes)
- Email support between sessions
- Basic budgeting and planning guidance
- Advanced planning strategies
- Detailed written reports
Professional Planning
Comprehensive financial planning for individuals with more complex needs and goals.
- One monthly consultation session (60 minutes)
- Priority email and phone support
- Written consultation summaries and action plans
- Tax planning discussions and guidance
- Retirement and long-term planning strategies
Executive Planning
Premium service for high-net-worth individuals requiring sophisticated financial planning strategies.
- Two monthly consultation sessions (60 minutes each)
- Dedicated advisor relationship
- Comprehensive written reports and analysis
- Advanced tax and estate planning discussions
- Emergency consultation access
- Quarterly portfolio review sessions
Pricing Information
- All prices include VAT at the current rate of 20%
- No hidden fees or commission charges on financial products
- Billing occurs monthly in advance via direct debit or card payment
Authorised and regulated by the Financial Conduct Authority (FCA) under reference number FRN317922
Important Notices
Individual results may vary based on personal circumstances, market conditions, and adherence to financial planning principles.
Past performance does not guarantee future results.
For clients requiring credit-related discussions, representative APR information will be provided during consultations as applicable to individual circumstances.: Individual rates vary based on circumstancesPast performance does not guarantee future results. Individual results may vary.
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan at any time with changes taking effect from your next billing cycle.
What happens if I miss a consultation?
You can reschedule with 24 hours notice. Missed sessions without notice cannot be refunded but may be rescheduled subject to availability.
Is there a minimum commitment period?
No minimum commitment is required. You can cancel your subscription at any time with 30 days notice.
Ready to Start Your Financial Planning Journey?
Choose the subscription plan that best fits your needs and begin receiving professional financial planning guidance tailored to your circumstances.
Subscribe Now