Professional Financial Planning Consultation

Choose the consultation package that fits your financial planning needs

Individual results may vary.

Past performance does not guarantee future results.

Essential Consultation

Perfect for getting started

£150 /per session
  • 90-minute consultation session
  • Personal financial situation review
  • Basic goal-setting guidance
  • Follow-up summary report
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Most Popular

Monthly Planning

Comprehensive ongoing support

£250 /per month
  • Monthly consultation sessions
  • Detailed financial analysis
  • Personalized action plans
  • Regular progress reviews
  • Email and phone support
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Premium Package

Complete financial guidance

£450 /per month
  • Weekly consultation availability
  • Comprehensive financial planning
  • Tax planning consultation
  • Retirement planning guidance
  • Priority support access
  • Quarterly strategy sessions
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Pricing Information

  • All prices include 20% VAT
  • No additional fees or commissions
  • Monthly plans billed monthly, cancel anytime

Representative APR 0% APR(fixed rate, no interest charges)

Licensed by FCA FRN 847329

Frequently Asked Questions

What's included in the consultation sessions?

Each session includes a thorough review of your financial situation, goal setting, and actionable recommendations tailored to your specific needs.

Can I cancel my monthly plan anytime?

Yes, you can cancel your monthly consultation plan at any time with no cancellation fees or penalties.

Do you offer payment plans for consultations?

Single sessions are paid upfront. Monthly plans are billed monthly in advance. We accept major credit cards and bank transfers.

Ready to Start Your Financial Journey

Join over 2,603 clients who've transformed their financial planning approach

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