Choose Your Financial Planning Subscription
Select the plan that best fits your financial planning needs and budget
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need basic guidance and support
Billed monthly, cancel anytime
What's Included
- Monthly financial consultation session (30 minutes)
- Basic financial health assessment
- Email support for financial questions
- Access to financial planning resources
Monthly subscription fee: £125 (inclusive of VAT at 20%)
No additional fees or hidden charges
Professional Planning
Comprehensive financial planning for individuals who want detailed analysis and regular professional guidance
Billed monthly, cancel anytime
Everything in Essential, plus
- Bi-weekly consultation sessions (45 minutes each)
- Detailed financial analysis and reporting
- Priority email and phone support
- Personalised financial planning recommendations
- Quarterly financial progress reviews
Monthly subscription fee: £250 (inclusive of VAT at 20%)
No setup fees or additional charges
Premium Planning
Our most comprehensive service for high-net-worth individuals requiring extensive financial planning support
Billed monthly, cancel anytime
Everything in Professional, plus
- Weekly consultation sessions (60 minutes each)
- Advanced financial modelling and projections
- 24/7 priority support access
- Dedicated senior financial consultant
- Monthly comprehensive financial reviews
- Tax planning consultation support
Monthly subscription fee: £450 (inclusive of VAT at 20%)
No additional fees for included services
Payment and Billing Information
Service Fee Structure
Our subscription fees are transparent and include all consultation services as outlined in each plan. We do not charge commission on any financial products discussed during consultations.
All fees are clearly stated and include VAT where applicable. No hidden charges or surprise fees.
VAT and Tax Information
All subscription fees include Value Added Tax (VAT) at the standard UK rate of 20%.
VAT is charged in accordance with current UK tax legislation
Representative APR: N/A (subscription service, not a credit product)
Our services do not involve lending or credit facilities
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect from the next billing cycle.
What happens if I cancel my subscription?
You can cancel anytime with no penalty. Your access continues until the end of your current billing period.
Are there any setup or cancellation fees?
No, we don't charge setup fees, cancellation fees, or any hidden charges. The monthly subscription fee is all you pay.
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