Choose Your Financial Planning Path
Transparent pricing for professional financial guidance. All plans include VAT and come with our commitment to excellence.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need professional guidance and support
per month
- Monthly consultation session
- Basic financial review
- Goal setting assistance
- Email support
Service fee: 1.2% annual management fee
Additional consultation rate: £120 per hour
Comprehensive Planning
Our flagship service offering complete financial planning support with regular consultations and strategic guidance
per month
- Weekly consultation sessions
- Comprehensive financial analysis
- Strategic planning development
- Priority phone and email support
- Quarterly progress reviews
Service fee: 1.0% annual management fee
Additional consultation rate: £95 per hour
Executive Planning
Premium service for high-net-worth individuals requiring sophisticated planning strategies and dedicated support
per month
- Unlimited consultation access
- Advanced strategic planning
- Tax planning coordination
- Estate planning guidance
- Direct advisor phone line
- Monthly detailed reports
Service fee: 0.8% annual management fee
Additional consultation rate: £75 per hour
Payment Terms and Information
Service fees range from 0.8% to 1.2% annually, calculated monthly based on assets under management
All prices include VAT at the current rate of 20%
We accept major credit cards, direct debit, and bank transfers for your convenience
Representative APR: Variable rates apply based on service tier and payment method selected
Need Something Different
We understand that every financial situation is unique. Contact us to discuss a customized planning solution that meets your specific needs and circumstances.
Discuss Custom PlanPricing Questions Answered
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time with 30 days notice. Changes take effect at the start of your next billing cycle.
Are there any setup fees?
No, there are no setup fees or hidden charges. The monthly subscription fee covers all standard services outlined in your chosen plan.
How do you calculate the management fee?
Management fees are calculated as a percentage of assets under our guidance, charged monthly and clearly detailed in your statements.