Transparent pricing for professional guidance
Choose the consultation approach that fits your financial planning needs
Individual results may vary
Past performance does not guarantee future results
Essential Consultation
Perfect for those seeking occasional financial guidance and basic planning support
per consultation
- Single 60-minute consultation session
- Basic financial situation review
- Written summary of discussion points
- Email follow-up within 48 hours
Monthly Planning
Regular ongoing support for consistent financial planning and progress monitoring
per month
- Monthly 90-minute consultation sessions
- Comprehensive financial analysis
- Ongoing email and phone support
- Quarterly progress reviews
- Priority scheduling for appointments
Comprehensive Advisory
Complete financial planning support with intensive guidance and regular strategy updates
per month
- Bi-weekly consultation sessions
- Detailed financial modeling and projections
- Unlimited email and phone consultations
- Monthly written progress reports
- Emergency consultation availability
- Annual comprehensive financial review
Pricing Details
All prices include VAT at 20%
No additional fees or commissions charged
Payment plans available with representative APR of 9.9% for qualifying clients
Authorized and regulated by the Financial Conduct Authority under firm reference number 452014
Compare Features
Features | Essential Consultation | Monthly Planning | Comprehensive Advisory |
---|---|---|---|
Monthly Consultations | |||
Email Support | |||
Phone Consultations | |||
Progress Reviews | |||
Priority Scheduling | Included | Basic | Limited |
Pricing Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your consultation plan with one month's notice. Changes take effect at your next billing cycle.
What happens if I miss a scheduled consultation?
We offer flexible rescheduling with 24 hours notice. Missed appointments without notice may still be charged according to your plan.
Are there any setup or cancellation fees?
No setup fees apply. Cancellation requires 30 days written notice with no additional charges.
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