Choose Your Financial Planning Service
Transparent pricing for professional financial guidance tailored to your needs
Essential Planning
Perfect for individuals starting their financial planning journey who need basic guidance and support
- Monthly consultation session (30 minutes)
- Basic budgeting guidance
- Email support between sessions
- Quarterly financial reviews
Service Fee: No additional service fees
Additional Consultation Rate: £85 per hour
Comprehensive Planning
Our flagship service offering complete financial planning support for individuals and couples
- Monthly consultation session (60 minutes)
- Comprehensive financial planning
- Priority email and phone support
- Monthly financial reviews and adjustments
- Goal tracking and progress monitoring
Service Fee: No additional service fees
Additional Consultation Rate: £75 per hour
Premium Planning
Advanced planning for high-net-worth individuals requiring sophisticated financial strategies
- Bi-weekly consultation sessions (60 minutes each)
- Advanced financial planning and analysis
- 24/7 priority support access
- Weekly financial reviews and monitoring
- Tax planning coordination
- Estate planning guidance
Service Fee: No additional service fees
Additional Consultation Rate: £65 per hour
Payment Terms and Conditions
All prices include consultation fees and ongoing support. Additional services may incur separate charges at the rates specified above.
All prices include VAT where applicable
We accept direct debit, bank transfer, and major credit cards for monthly subscriptions
Important Financial Information
Individual results may vary
Past performance does not guarantee future results
Representative APR N/A - No credit offered% Subscription fees are fixed monthly amounts with no variable interest charges
Compare Our Plans
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Consultation frequency | |||
| Session duration | |||
| Support access | |||
| Review frequency |
Have Questions About Our Plans?
Our team is here to help you choose the right financial planning service for your needs
Contact Our Team