Choose Your Planning Subscription

Flexible monthly plans designed to meet your financial planning needs

Individual results may vary significantly

Past performance does not guarantee future results

Essential Planning

Perfect for individuals starting their financial planning journey with basic consultation needs

£125

per month

One 45-minute consultation session per month
Basic financial analysis and guidance
Email support between sessions
Access to planning resources and tools

Advisory Fee: No additional commission charges

VAT Included: 20% VAT included in price

Start Essential
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Professional Planning

Comprehensive planning for those seeking detailed financial analysis and ongoing support

£250

per month

Two consultation sessions per month
Detailed financial analysis and recommendations
Priority email and phone support
Quarterly financial review reports
Access to specialist planning consultants

Advisory Fee: No additional commission charges

VAT Included: 20% VAT included in price

Choose Professional

Premium Planning

Ultimate planning experience with unlimited access to our full range of consultation services

£450

per month

Unlimited consultation sessions
Comprehensive financial planning and analysis
24/7 priority support access
Monthly detailed financial reports
Access to senior financial planning specialists
Complimentary annual financial health assessment

Advisory Fee: No additional commission charges

VAT Included: 20% VAT included in price

Select Premium

Pricing Information

All subscription fees are charged monthly in advance and include full access to consultation services

Representative APR: N/A - No credit provided. All services are subscription-based with monthly billing

Common Pricing Questions

Can I change my subscription plan?

Yes, you can upgrade or downgrade your subscription at any time. Changes take effect from your next billing cycle

Are there any setup or cancellation fees?

No, there are no setup fees or cancellation charges. You can cancel your subscription with 30 days' notice

What payment methods do you accept?

We accept all major credit and debit cards, as well as direct debit payments for UK bank accounts

Is VAT included in the pricing?

Yes, all prices shown include VAT at the current UK rate of 20%. No additional charges apply

Ready to transform your financial future? Choose the plan that's right for you

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