Transparent Consultation Pricing
Choose the financial planning consultation package that best suits your needs. All prices include VAT and come with our commitment to clear, professional guidance.
Individual results may vary significantly based on personal circumstances, market conditions, and implementation of discussed strategies.
Past performance does not guarantee future results.
Essential Consultation
Perfect for those starting their financial planning journey
- 60-minute consultation session
- Basic budget analysis and review
- Initial financial goal setting
- Follow-up summary report
Comprehensive Planning
Our most popular monthly consultation service
- Monthly 90-minute consultation sessions
- Detailed financial analysis and planning
- Investment guidance discussions
- Retirement planning consultations
- Email support between sessions
Premium Advisory
Comprehensive financial planning for high-net-worth individuals
- Bi-weekly consultation sessions
- Advanced financial strategy discussions
- Tax planning consultations
- Estate planning guidance
- Priority scheduling and support
- Quarterly comprehensive reviews
Pricing Information
- All prices include UK VAT at the current rate of 20%
- No hidden fees or commission charges - transparent pricing only
- Monthly plans billed in advance, cancel anytime with 30 days' notice
- Flexible cancellation policy - change or cancel with 30 days written notice
No credit or financing offered - all payments due in advance
Authorised and regulated by the Financial Conduct Authority (FCA Reference: 622565)
Frequently Asked Questions
What's included in each consultation session?
Each session includes personalized financial analysis, strategic discussions, and a follow-up summary. We focus on your specific goals and circumstances to provide relevant guidance and insights.
Can I change my plan or cancel anytime?
Yes, you can upgrade, downgrade, or cancel your consultation plan with 30 days written notice. We believe in flexible arrangements that work with your changing needs.
Do you provide investment advice or manage funds?
We provide analytical discussions and guidance about financial planning approaches. We don't manage funds directly but help you understand various options and considerations for informed decision-making.
How do I schedule consultation sessions?
Once you subscribe, you'll receive access to our scheduling system where you can book sessions at convenient times. We offer flexible scheduling to accommodate your busy lifestyle.
Ready to Start Your Financial Planning Journey
Join over 2940 satisfied clients who've gained clarity and confidence in their financial decisions
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