Simple, Transparent Pricing

Choose the plan that best fits your financial planning needs

Individual results may vary

Past performance does not guarantee future results

Essential Plan

£199

per month

Perfect for those starting their financial planning journey

  • Monthly consultation call
  • Basic financial review
  • Email support
  • Planning resources

No commission fees - transparent pricing only

All prices include VAT at 20%

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Most Popular

Professional Plan

£299

per month

Comprehensive planning for serious financial goals

  • Two consultation calls monthly
  • Detailed financial analysis
  • Priority support
  • Custom planning reports
  • Goal tracking tools

No hidden fees or commissions

All prices include VAT at 20%

Get Started

Premium Plan

£449

per month

Complete financial planning solution for complex needs

  • Unlimited consultation calls
  • Advanced planning strategies
  • Dedicated consultant
  • Tax planning guidance
  • Estate planning support
  • Priority booking

Fee-only service with complete transparency

All prices include VAT at 20%

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Payment Details

Payment Terms

  • Monthly subscription paid in advance via direct debit
  • Cancel anytime with 30 days notice
  • No setup fees or long-term contracts required

Fee Structure

  • We operate on a fee-only basis with no commissions
  • Our advice is independent and in your best interests
  • Transparent pricing with no hidden costs

No credit facilities offered - services paid monthly in advance

Authorised and regulated by the Financial Conduct Authority (FCA) FRN 331028

Frequently Asked Questions

Can I change my plan later?

Yes, you can upgrade or downgrade your plan at any time with changes taking effect from your next billing cycle

What happens if I need to cancel?

You can cancel your subscription anytime with 30 days written notice. No cancellation fees apply

Are there any additional costs?

No, the monthly fee covers all listed services. We never charge commissions or hidden fees

How do consultations work?

Consultations are conducted via phone or video call at mutually convenient times. In-person meetings may be available in certain areas

Ready to take control of your financial future?

Contact Us