Choose Your Plan

Flexible subscription options designed to match your financial planning needs and budget.

Individual results may vary.

Past performance does not guarantee future results.

Essential

£150

per month

Perfect for individuals seeking basic financial guidance and monthly check-ins with our consultants.

  • One 60-minute consultation per month
  • Email support within 48 hours
  • Basic financial health review
  • Resource library access
  • Quarterly progress summaries

Advisory Fee: 1.2% annually on managed assets

Additional Consultation Rate: £85 per hour

Select Essential
Most Popular

Professional

£250

per month

Comprehensive support for professionals and families requiring detailed financial planning and regular guidance.

  • Two 60-minute consultations per month
  • Priority email support within 24 hours
  • Comprehensive financial analysis
  • Tax efficiency review included
  • Monthly progress reports

Advisory Fee: 1.0% annually on managed assets

Additional Consultation Rate: £70 per hour

Select Professional

Premium

£400

per month

Exclusive service for high-net-worth individuals requiring intensive financial planning and immediate support access.

  • Weekly consultation availability
  • Same-day email response guarantee
  • Advanced analytical reports
  • Estate planning consultations
  • Emergency support hotline
  • Dedicated account manager

Advisory Fee: 0.8% annually on managed assets

Additional Consultation Rate: £60 per hour

Select Premium

Payment Information

VAT Inclusion: All prices include VAT at the current UK rate of 20%

Advisory Fees: Advisory fees are calculated annually based on assets under review and charged monthly

Billing Cycle: Subscriptions are billed monthly in advance on the same date each month

Payment Methods: We accept major credit cards, debit cards, and direct debit payments

Representative APR 15.9% variable

Additional Information

  • • Setup fee of £50 applies to new Professional and Premium subscriptions
  • • Cancellation requires 30 days written notice to avoid next billing cycle
  • • Additional consultations beyond plan limits charged at hourly rates shown

Need Something Different

We can create bespoke packages for unique requirements or corporate clients. Let's discuss what works best for your situation.

Contact Us

Common Questions

Can I change plans during my subscription

Yes, you can upgrade or downgrade your plan at any time. Changes take effect from your next billing cycle, and we'll pro-rate any differences.

What happens if I miss a scheduled consultation

We understand schedules change! You can reschedule with 24 hours notice, and unused consultations can be carried over to the following month.

Are there any long-term contracts required

No long-term contracts are required. All plans are month-to-month subscriptions that you can cancel with 30 days written notice.