Clear Subscription Pricing for Planning
Transparent and simple fees
Our financial planning subscription is priced at $250 per month. This covers all your regular consultations, reviews, and ongoing support. There are no additional fees or hidden charges—just straightforward, ongoing access to professional planners. You can cancel at any time without penalty. All services are delivered in compliance with UK financial regulations.
Meet Our Planning Team
James Parker
Lead Planner
James brings over a decade of experience in financial planning. He is dedicated to providing clear, reliable advice and supporting each client’s unique needs.
Sarah Davies
Planning Specialist
Sarah focuses on practical, compliant planning solutions and ensures each subscription client receives ongoing support and personal attention.
Oliver Grant
Client Advisor
Oliver helps clients understand complex financial topics and delivers timely, relevant consultations as part of our subscription service.
How Our Subscription Works
A simple, step-by-step process makes getting started and managing your plan straightforward and stress-free.
Initial sign-up and onboarding
Start Your Subscription
Sign up online and complete a brief onboarding process. We’ll match you with a planner and schedule your first consultation quickly.
Average onboarding
Digital process
Month 1 review and planning
First Consultation
Your assigned planner reviews your current situation and goals, then outlines your planning options in a clear, actionable manner.
Initial review
Personalised
Ongoing monthly sessions
Regular Reviews
Each month, you have a session with your planner to discuss new developments and adjust your plan as needed.
Monthly sessions
Scheduling
Cancel anytime by request
Subscription Flexibility
There’s no long-term contract. You can cancel your subscription at any time, and your access continues through the paid month.
Cancellation fees
Transparency
Our Subscription Plans
Choose the plan that matches your ongoing planning requirements. All plans include monthly reviews and support.
Essentials Plan
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Monthly planning consultations included
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Regular review sessions each month
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No additional or hidden charges
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Full compliance with UK regulations
Growth Plan
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All Essentials features included
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Priority scheduling for reviews
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Quarterly progress check-ins
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Personalised support from senior planner
Premium Plan
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All Growth features included
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Extended session availability
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Annual comprehensive review
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Direct access to lead planner
Compare Our Subscription Service
See how we provide more value than traditional financial planning models