Choose Your Financial Planning Subscription
Professional monthly consultations designed to help you understand and optimize your financial approach
Individual results may vary
Past performance does not guarantee future results
Essential Plan
Perfect for getting started with financial planning
£150
per month
- One monthly consultation session
- Basic financial analysis review
- Email support between sessions
- Access to planning resources
- Monthly progress tracking
Professional Plan
Comprehensive planning for serious financial goals
£250
per month
- Two monthly consultation sessions
- Detailed analytical reviews
- Priority email and phone support
- Personalized planning materials
- Quarterly goal assessment meetings
Premium Plan
Elite service for complex financial situations
£450
per month
- Unlimited monthly consultations
- Comprehensive financial planning
- 24/7 priority support access
- Advanced analytical tools
- Monthly detailed reports
- Direct consultant mobile access
Additional Fee Information
Consultation Fees
- Standard hourly rate for additional sessions: £75/hour
- Specialist consultation premium: £95/hour
- Emergency consultation fee: £120/hour
Service Rates
- Document review services: £60/hour
- Financial analysis reports: £85/hour
- Custom planning projects: £100/hour
Tax and Billing Information
VAT Information: All prices include 20% VAT where applicable
Tax Jurisdiction: UK VAT regulations apply to all services
Tax treatment depends on individual circumstances and may be subject to change
Representative APR for financed consultations 12.9% APR typical APR variable and subject to credit assessment
Additional Information
Payment Methods
We accept major credit cards, debit cards, and direct debit arrangements for monthly subscriptions
Billing Schedule
Subscriptions are billed monthly in advance on the same date each month
Cancellation Terms
Cancel anytime with 30 days notice. No refunds for partial months
Frequently Asked Questions
Can I change my plan during the subscription period
Yes, you can upgrade or downgrade your plan with one month's notice. Changes take effect at the next billing cycle.
Are there any setup fees or hidden costs
No setup fees apply. All costs are clearly stated in your chosen plan with no hidden charges.
What happens if I miss a consultation session
Missed sessions can be rescheduled within the same month subject to consultant availability.
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