Transparent Pricing Plans
Choose the financial planning approach that works best for your situation
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started
£180
per month
- Monthly 45-minute consultation
- Basic budget analysis
- Goal setting and tracking
- Email support
- Limited to essential planning areas
Complete Planning
Comprehensive financial guidance
£250
per month
- Monthly 60-minute consultation
- Detailed financial analysis
- Multi-goal planning strategy
- Phone and email support
- Quarterly progress reviews
Premium Planning
Maximum support and guidance
£350
per month
- Bi-weekly consultations
- Advanced strategy development
- Priority support access
- Annual comprehensive review
- Tax efficiency planning
- Estate planning guidance
All prices include VAT at 20%
No hidden fees or commission charges
Authorised and regulated by the Financial Conduct Authority (FRN 091048)
No credit offered - subscription service only N/A% Monthly subscription with 30-day cancellation notice
Compare All Features
| Feature Comparison | Essential Planning | Complete Planning | Premium Planning |
|---|---|---|---|
| Transparent monthly pricing | |||
| Regular progress reviews | Basic planning only | Comprehensive planning | Premium full-service planning |
| Personal relationship building | |||
| Flexible scheduling options | |||
| Comprehensive support access |
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What if I need to cancel my subscription?
You can cancel anytime with 30 days written notice. There are no cancellation fees or penalties for ending your subscription.
Do you offer refunds for unused portions?
Subscriptions are billed monthly in advance. We do not provide partial refunds for unused portions of the current month.
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