Simple, Transparent Financial Planning
Choose the subscription plan that fits your financial planning needs. No hidden fees, no commission conflicts — just honest guidance when you need it most.
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 individuals starting their financial planning journey who need occasional guidance and support.
Monthly subscription, cancel anytime
- Quarterly planning review sessions
- Email support for urgent questions
- Basic financial health assessment
- Access to planning resource library
Complete Planning
Our comprehensive service for individuals who want ongoing financial guidance and regular strategic reviews.
Monthly subscription, cancel anytime
- Monthly one-on-one consultation calls
- Unlimited email support and guidance
- Comprehensive financial planning reviews
- Tax strategy discussions and guidance
- Priority booking for additional sessions
Premium Planning
For high-net-worth individuals requiring intensive planning support and frequent strategic consultations.
Monthly subscription, cancel anytime
- Bi-weekly strategic planning sessions
- 24/7 priority support access
- Advanced estate planning discussions
- Business succession planning guidance
- Multi-generational wealth strategies
- Dedicated planning coordinator
Pricing Information and Terms
No Commission Structure
Our subscription model means we're never paid commissions on products or services we discuss. This eliminates conflicts of interest and ensures our guidance serves your best interests.
VAT and Billing
All prices include VAT at 20% as required by UK law. VAT registration number available upon request. Invoices provided monthly via email.
Billing and Payment
Subscriptions are billed monthly in advance via direct debit or card payment. First payment due upon signup, subsequent payments on the same date each month.
Cancellation Terms
Cancel anytime with 30 days' notice. Cancellation takes effect at the end of your current billing period. No refunds for partial month usage.
Representative APR N/A% (subscriptions are not credit products)
Need Something Different?
Every financial situation is unique. If our standard plans don't quite fit your needs, let's discuss creating a custom arrangement that works for you.
Discuss Custom PlanPricing Questions
Can I change plans after subscribing?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle, and we'll adjust your payment accordingly. No penalties or fees for plan changes.
What happens if I miss a payment?
We'll send reminders for failed payments and give you 7 days to update your payment method. If payment isn't received, services are temporarily suspended but can be reactivated once payment is processed.
Are there any setup fees or hidden costs?
No setup fees, hidden charges, or surprise costs. The monthly subscription fee covers everything included in your chosen plan. We believe in transparent pricing — what you see is what you pay.