Transparent Financial Planning Pricing
Choose the subscription level that matches your financial planning needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey
per month
- Monthly budget review and guidance
- Basic financial goal setting
- Email support included
- Access to planning resources
Comprehensive Planning
Our most popular option for serious financial planning
per month
- Everything in Essential Planning
- One-on-one monthly consultations
- Personalised financial roadmaps
- Tax optimisation strategies
- Priority customer support
Premium Wealth Planning
Advanced planning for high-net-worth individuals
per month
- Everything in Comprehensive Planning
- Bi-weekly consultation sessions
- Advanced investment analysis
- Estate planning guidance
- Dedicated account manager
- Priority booking and support
Pricing Details
- All prices include VAT at the current rate
- No additional fees or commissions charged
- Billed monthly in advance, cancel anytime
No credit offered - subscription service only
Authorised and regulated by the Financial Conduct Authority, FRN 1057292
Compare Our Plans
| Features | Essential Planning | Comprehensive Planning | Premium Wealth Planning |
|---|---|---|---|
| Monthly consultations | |||
| Financial roadmaps | |||
| Tax planning | |||
| Investment analysis | |||
| Dedicated support | Email only | Included | Basic |
Frequently Asked Questions
Can I change my plan later?
Yes, you can upgrade or downgrade your subscription at any time. Changes take effect from your next billing cycle.
What if I need to cancel my subscription?
You can cancel anytime through your account settings. Your service continues until the end of your current billing period.
Do you offer refunds for unused time?
We do not provide refunds for partially used subscription periods, but you can cancel to prevent future charges.
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