Transparent Pricing for Professional Financial Guidance
Choose the consultation plan that fits your needs. No hidden fees, no long-term contracts — just honest pricing for quality financial guidance.
Essential Guidance
Perfect for getting started with financial planning
£150
per month
- Monthly consultation call (up to 60 minutes)
- Email support between sessions
- Basic financial analysis and recommendations
- Limited to one consultation per month
- No comprehensive planning documents
Commission Structure: No commission-based products recommended
Additional Hours: £85 per hour for additional consultations
Comprehensive Planning
Complete financial guidance and ongoing support
£250
per month
- Unlimited consultation calls and email support
- Comprehensive financial analysis and planning
- Quarterly strategic reviews and plan adjustments
- Priority booking and extended session availability
- Does not include implementation of specific products
Commission Structure: Fee-only structure with transparent pricing
Additional Hours: Included in monthly fee
Premium Advisory
Comprehensive planning with priority access
£350
per month
- All Comprehensive Planning features included
- Same-day consultation booking availability
- Detailed written financial plans and reports
- Annual comprehensive financial health assessment
- Direct advisor contact for urgent matters
Commission Structure: Fee-only advisory with no product commissions
Additional Hours: Unlimited consultations included
Payment Information
VAT Details
All prices shown are inclusive of Value Added Tax (VAT) where applicable.
Current UK VAT rate of 20% is included in all displayed pricing
Accepted Payment Methods
- Major credit and debit cards (Visa, Mastercard, American Express)
- Direct bank transfer (BACS)
- Standing order arrangements available
We operate on a fee-only basis and do not receive commissions from financial products or services we may discuss during consultations.
Prices may be subject to change with 30 days' notice to existing subscribers
Representative APR N/A - No credit facilities offered Our services do not involve lending or credit arrangements
Additional Information
Billing Information
All subscriptions are billed monthly in advance. Your first payment secures immediate access to our services, with subsequent payments occurring on the same date each month.
Cancellation Terms
You may cancel your subscription at any time with 30 days' written notice. Access to services continues until the end of your current billing period, and no partial refunds are provided for unused portions of the month.
Refund Policy
Refunds are considered on a case-by-case basis within 14 days of your initial payment. Ongoing subscriptions do not qualify for refunds after the first month, but you may cancel future billing at any time.
Questions About Pricing
Need help choosing the right plan or have questions about our pricing structure? We're here to help you find the perfect fit for your financial planning needs.
Contact Our Team