Transparent Pricing for Financial Clarity
Choose the consultation approach that fits your needs
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with financial planning
per month
- Monthly 45-minute consultation session
- Basic financial analysis and review
- Email support between sessions
- Access to planning resources
- Advanced analytics not included
- Limited to standard consultation topics
No commission fees or hidden charges
All prices include VAT
Complete Planning
Comprehensive approach to financial strategy
per month
- Monthly 60-minute consultation session
- Detailed financial analysis and recommendations
- Priority email and phone support
- Advanced planning tools and resources
- Quarterly progress reviews and adjustments
- Access to exclusive planning workshops
Transparent fee structure with no hidden costs
All prices include VAT
Premium Planning
Intensive support for complex financial situations
per month
- Monthly 90-minute consultation session
- Comprehensive financial modeling and projections
- Direct advisor access between sessions
- Custom planning solutions and strategies
- Monthly written reports and updates
- Dedicated advisor relationship
Premium service with complete transparency
All prices include VAT
Licensed by FCA FRN 847329
Representative APR 4.9%% Variable rates may apply based on individual circumstances
Payment Information
Accepted Payment Methods
- UK bank transfer (Direct Debit)
- Major credit cards (Visa, Mastercard)
- Digital payments (PayPal, Apple Pay)
- Bank standing order
Billing Details
- Monthly billing on the same date each month
- Cancel anytime with 30 days notice
- Prorated refunds available for unused services
Common Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at your next billing cycle.
What happens if I miss a consultation?
We offer flexible rescheduling within the same billing month. Missed sessions without notice may not be rescheduled.
Are there any setup fees?
No setup fees or joining costs. Your first month begins when you complete your initial consultation session.
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