Choose Your Plan
Flexible financial planning consultation options to fit your needs and budget
Essential Planning
Perfect for getting started with financial planning
£149
per month
- Monthly 45-minute consultation
- Basic financial goal planning
- Budget review and guidance
- Email support between sessions
- Advanced planning strategies not included
All prices include VAT. No setup fees or hidden charges.
Comprehensive Planning
Complete financial planning for serious savers
£250
per month
- Monthly 60-minute consultation
- Comprehensive financial planning
- Retirement planning guidance
- Tax planning strategies
- Priority email and phone support
All prices include VAT. Cancel anytime with 30 days notice.
Premium Planning
For high-net-worth individuals and complex situations
£395
per month
- Monthly 90-minute consultation
- Advanced financial planning
- Estate planning guidance
- Tax optimization strategies
- Dedicated consultant support
- Quarterly progress reviews
All prices include VAT. Flexible scheduling and personalized service.
Pricing Information:
All prices include VAT at the current UK rate
Payment processing fees may apply depending on your chosen payment method
For monthly subscriptions paid annually in advance, representative APR: 0%
Important Disclaimers:
Individual results may vary significantly based on personal circumstances and market conditions
Past performance does not guarantee future results
Registered in England and Wales
Compare Plans
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Consultation Duration | 45 minutes | 60 minutes | 90 minutes |
| Planning Complexity | Basic | Comprehensive | Advanced |
| Email Support | |||
| Phone Support Available |
Have Questions
Our team is here to help you choose the right plan for your financial planning needs
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