Transparent subscription pricing plans
Choose the consultation service that fits
Select the subscription level that aligns with your needs, each offering ongoing access to experienced financial advisors. All plans provide full clarity on fees (£250–£350 per month), with no hidden costs or minimum contracts. Regulatory compliance and process reviews are included for all clients.
Meet your advisory team
James Rowley
Senior Financial Advisor
James has more than a decade of experience providing consultative financial planning support to professionals and business owners across the UK. He values direct, clear client communication and up-to-date regulatory knowledge.
Emily Clarke
Financial Consultant
Emily is committed to delivering tailored recommendations through transparent and flexible subscription services. She focuses on ongoing support for her clients and ensures that regulatory updates are always considered.
Aamir Syed
Client Support Specialist
Aamir brings reliability and patience to the support team. He ensures client questions are promptly addressed and helps maintain strong ongoing relationships, adapting to each client’s changing needs.
Our consultation subscription process
Transparent steps guide your journey from initial enquiry to ongoing financial planning support.
Enquiry and introduction call
Start with a simple online form and schedule a phone or video call with our team. There is no obligation at this stage.
You will receive clear information about the process and what to expect.
Personal consultation review
Discuss your circumstances in detail with a qualified financial advisor. This session is included in your subscription service.
Our advisor will outline next steps and answer all your questions.
Agree your subscription plan
Based on your needs, select the subscription that’s the best fit for you. There are no hidden fees or minimum contract periods.
Fees range from £250–£350 monthly, reviewed annually.
Ongoing support and reviews
Receive continued advisory support and scheduled reviews throughout your subscription, with adjustments made as required.
Support is always responsive to regulatory and personal changes.
Plans and pricing
Find your ideal subscription
Standard
Core consultation plan for individuals
Flat monthly fee
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Direct access advisors
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Ongoing compliance reviews
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Flexible meeting times
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Annual fee assessment
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No hidden costs
Professional
Consultation plan for business owners
Simple, fixed price
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Bespoke consultations
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Comprehensive support
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Multiple participants
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Mid-year review
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Fee transparency
Enterprise
Custom plan for multiple teams
All-in-one monthly fee
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Dedicated team contact
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On-demand reviews
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Regulatory update focus
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Flexible billing
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Full process oversight
Compare subscription consultations
See how our plans differ from traditional financial service models