Financial Planning Subscription Pricing
Choose the level of financial guidance that matches your needs and goals
Essential Planning
Perfect for getting started with professional guidance
- Monthly 45-minute consultation session
- Basic analytical market review
- Email support between sessions
- Goal-setting and planning discussions
- Advanced planning strategies not included
Comprehensive Planning
Complete financial guidance for serious planners
- Monthly 60-minute consultation session
- Detailed analytical reviews and insights
- Priority email and phone support
- Advanced strategy discussions
- Quarterly progress reviews included
Premium Planning
Ultimate guidance for complex financial situations
- Two monthly consultation sessions (60 mins each)
- Comprehensive market analysis reports
- Unlimited email and phone support
- Complex strategy planning and review
- Monthly written progress summaries
- Direct advisor mobile contact
Pricing Information and Terms
Service Fees Structure
Our subscription fees are charged monthly in advance and cover all consultation sessions, analytical reviews, and support services as outlined in each plan. Payment is processed securely through our billing system.
No additional fees or commissions are charged for the guidance and analysis provided through your subscription. All costs are transparent and included in the monthly subscription fee.
VAT Information
All subscription prices are subject to UK Value Added Tax at the prevailing rate, currently 20%. VAT is calculated and added to your monthly subscription fee automatically.
All displayed prices include VAT at the current UK rate of 20%
Important Financial Information
Individual results may vary based on personal circumstances, market conditions, and implementation of discussed strategies
Past performance does not guarantee future results
For comparison purposes, the representative APR for annual payment option is: 15.9%APR variable. Past performance does not guarantee future results. Individual results may vary.
FCA FRN 446718 - Authorised and regulated by the Financial Conduct Authority
Frequently Asked Questions
Can I change my subscription plan during the contract period
Yes, you can upgrade or downgrade your subscription plan with 30 days notice. Changes take effect at the start of your next billing cycle, and any price differences are adjusted accordingly.
What happens if I need to cancel my subscription
You can cancel your subscription at any time with 30 days written notice. You'll continue to receive service until the end of your current billing period. No refunds are provided for unused portions of the current month.
Are there any setup fees or hidden costs
No setup fees or hidden costs. The monthly subscription fee covers all services outlined in your chosen plan. Additional services outside the standard offering would be discussed and agreed separately.
How do consultations work with the monthly subscription
Consultations are scheduled at your convenience during business hours. Sessions can be conducted via phone, video call, or in-person by arrangement. Unused monthly sessions do not roll over to the following month.
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