Simple, Transparent Pricing
Choose the financial planning approach that fits your needs — no hidden fees, no long-term contracts
Individual results may vary
Past performance does not guarantee future results
Starter Planning
Perfect for those beginning their financial planning journey
per month
- Monthly 45-minute consultation
- Basic financial health review
- Email support for quick questions
- Advanced planning strategies
- Priority scheduling
Complete Planning
Comprehensive financial guidance for serious planners
per month
- Monthly 60-minute consultation
- Comprehensive financial planning
- Priority email and phone support
- Quarterly progress reviews
- Multiple family member consultations
Family Planning
Comprehensive planning for families and complex situations
per month
- Two monthly 60-minute consultations
- Multi-person family planning
- Unlimited email and phone support
- Monthly progress reviews
- Same-week appointment scheduling
Pricing Details
Service Fees
Our transparent fee structure includes
- Monthly subscription fee as selected
- No additional consultation charges
- No hidden setup or cancellation fees
VAT and Taxes
All displayed prices include Value Added Tax
Current VAT Rate: 20%
VAT rates may change in accordance with UK tax legislation
Additional Services
Optional one-off services for existing subscribers
Document review and analysis
£95 per hour
Emergency consultation sessions
£120 per hour
Third-party meeting attendance
£150 per hour
Representative APR for payment plans (where applicable) 4.9% APR APR may vary based on individual circumstances and payment method
Additional Information
Payment Methods
We accept major credit cards, debit cards, and direct bank transfers. Payments are processed securely through encrypted systems.
Cancellation Policy
Cancel your subscription anytime with 30 days' notice. No cancellation fees apply, and you'll retain access until your billing period ends.
Satisfaction Commitment
While we don't offer refunds for delivered services, we're committed to addressing any concerns about service quality through direct communication.
Have questions about pricing or need a custom solution?
Contact our team