Pricing Plans
Choose the financial planning subscription that fits your needs. All plans include personalised consultation access and budget analysis tools.
Individual results may vary based on personal circumstances, market conditions, and implementation of advice
Past performance does not guarantee future results
Essential Planning
£199
per month
Perfect for individuals starting their financial planning journey with basic budgeting support and monthly check-ins.
- Monthly budget review session
- Email consultation access
- Basic spending analysis
- Goal tracking dashboard
Standard Planning
£250
per month
Our core service with comprehensive planning support, priority consultation access, and detailed financial analysis.
- Weekly consultation availability
- Detailed expense categorisation
- Savings optimization strategies
- Phone and email support
- Quarterly planning reviews
Premium Planning
£349
per month
Comprehensive financial planning with unlimited consultation access, advanced analysis, and personalised strategic guidance.
- Unlimited consultation sessions
- Advanced financial modeling
- Tax planning guidance
- Priority email and phone support
- Monthly strategy adjustments
- Dedicated planning consultant
Pricing Details
- All prices include VAT at 20%
- No additional setup fees or hidden charges
- Subscriptions are billed monthly in advance
- Cancel anytime with 30 days notice
Representative APR: 0% (no credit arrangements)
Subscriptions are monthly service fees, not credit products
Compare All Features
| Features | Essential Planning | Standard Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation sessions included | |||
| Advanced budget analysis and reporting | |||
| Goal tracking and progress monitoring | |||
| Email and phone support access |
Have Questions
Our team is here to help you choose the right plan for your financial planning needs.
Speak to AdvisorRegistered with Companies House England & Wales
Prices may vary based on individual circumstances and service requirements