Financial Planning Subscription
Choose the consultation plan that matches your financial planning needs
Individual results may vary based on personal circumstances, market conditions, and other factors.
Past performance does not guarantee future results.
Basic Consultation
Essential financial guidance for getting started
- Monthly one-hour consultation
- Basic budget analysis
- Goal setting guidance
- Email support
Advisory Fee: No commission charges
Additional Hours: £75 per hour
Comprehensive Planning
Complete financial planning with ongoing support
- Bi-weekly consultation sessions
- Detailed financial analysis
- Retirement planning guidance
- Tax optimization review
- Priority email and phone support
Advisory Fee: No commission charges
Additional Hours: £65 per hour
Premium Advisory
Comprehensive wealth management and planning
- Weekly consultation sessions
- Advanced financial modeling
- Estate planning consultation
- Tax strategy development
- Quarterly plan reviews
- Dedicated advisor access
Advisory Fee: No commission charges
Additional Hours: £55 per hour
Payment Information
VAT Details
All prices include 20% VAT where applicable
Commission Structure
We operate on a fee-only basis with no commission charges on recommended products
Billing Terms
Monthly subscriptions billed in advance, cancellable with 30 days notice
Representative APR N/A for consultation services% No credit or financing terms apply
Compare Plans
| Features | Basic Consultation | Comprehensive Planning | Premium Advisory |
|---|---|---|---|
| Monthly consultation hours | |||
| Financial analysis depth | |||
| Planning scope | |||
| Response time | 48 hours | 24 hours | Same day |
| Additional hour rate | £75 | £65 | £55 |
Frequently Asked Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.
Is there a minimum commitment period?
No long-term contracts required. You can cancel your subscription with 30 days written notice.
What happens if I need extra consultation time?
Additional hours beyond your plan allowance are available at the rates listed above, billed monthly.
Questions About Pricing?
Not sure which plan is right for you? We're here to help you choose the best option for your situation.
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