Transparent Pricing for Professional Guidance
Choose the consultation package that fits your financial planning needs. All prices include VAT and come with no hidden fees or surprise charges.
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for individuals beginning their financial planning journey
- Monthly 45-minute consultation session
- Basic financial health assessment
- Email support between sessions
- Access to planning resources
Complete Planning
Comprehensive guidance for serious financial planning
- Monthly 60-minute consultation session
- Detailed analytical reviews
- Quarterly goal assessment
- Priority email and phone support
- Customised planning frameworks
Premium Advisory
Executive-level guidance with enhanced support
- Two monthly consultation sessions
- Comprehensive analytical reviews
- Monthly progress reporting
- Direct advisor phone access
- Advanced planning strategies
- Quarterly family financial reviews
Pricing Information
- All prices include 20% VAT as required by UK law
- No additional payment processing fees or commission charges
- Monthly billing with automatic renewal. Cancel anytime with 30 days' notice
Authorised by the Financial Conduct Authority, FRN 301839
No credit facilities offered. All payments are subscription fees for consultation services
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle, and we'll prorate any price differences accordingly.
What happens if I miss a consultation session?
We understand that schedules change. You can reschedule sessions with 24 hours' notice, and we'll work with you to find alternative times that suit your availability.
Is there a minimum contract period?
No minimum contract required. While we recommend at least three months for meaningful progress, you can cancel your subscription at any time with 30 days' written notice.
Do you offer refunds for unused sessions?
Subscription fees are non-refundable, but unused sessions can be rescheduled within your billing period. We work flexibly with clients to ensure you receive the full value of your subscription.
Ready to Start Your Financial Planning Journey?
Join over 1,000 satisfied clients who've transformed their financial outlook through professional guidance. Choose your plan and schedule your first consultation today.
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