Simple, Transparent Pricing
Choose the financial planning subscription that works for your needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for getting started with professional financial guidance
per month
- Monthly consultation session
- Basic financial plan review
- Email support
- Resource allocation guidance
- Priority scheduling not included
- Advanced planning tools not included
Professional Planning
Comprehensive financial planning for serious wealth builders
per month
- Unlimited consultation sessions
- Comprehensive financial analysis
- Priority phone and email support
- Advanced planning strategies
- Quarterly detailed reports
- Tax planning considerations
Executive Planning
White-glove service for high-net-worth individuals
per month
- Dedicated senior advisor
- Weekly check-ins available
- Same-day response guarantee
- Estate planning consultation
- Business succession planning
- Multi-generational planning
- Concierge-level service
Pricing Information
All prices include VAT at the standard rate
Payment processing fee of 2.9% applies to card transactions
No APR applicable - monthly subscription service with no credit terms
Authorised and regulated by the Financial Conduct Authority, FRN 702966
Compare Plans
| Features | Essential Planning | Professional Planning | Executive Planning |
|---|---|---|---|
| Monthly consultations | |||
| Financial planning reports | |||
| Email support response time | |||
| Phone support | |||
| Advanced planning tools | Not included | Included | Advanced access |
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect at your next billing cycle, and we'll adjust your payment accordingly.
Is there a minimum commitment period?
No, there's no minimum commitment. You can cancel your subscription at any time with 30 days notice, though we're confident you'll find ongoing value in our service.
What payment methods do you accept?
We accept all major credit and debit cards, as well as direct debit from UK bank accounts. All payments are processed securely through our encrypted payment system.
Ready to Get Started?
Join over 1480 clients who have transformed their financial planning with our subscription service. Choose your plan and start building a more secure financial future today.
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