Financial Planning Subscription Fees

Our subscription model offers clear monthly pricing, starting at £250 and capped at £350 depending on your chosen plan. There are no sign-up fees, and standard consultations, plan reviews, and ongoing access are included with no hidden costs.

Meet Our Planning Team

A dedicated group of UK-based advisors with expertise in ongoing financial consulting.

Alex Grant

Alex Grant

Lead Advisor

13 years
London

Areas

cash flow tax review business review compliance

Alex works with clients seeking objective planning and clear consultations free from sales pressure, focusing on ongoing partnership.

84
cases
98%
score
28
awards
Priya Singh

Priya Singh

Senior Consultant

11 years
Manchester

Areas

tax efficiency consultation business financial reviews

Priya delivers client-focused solutions through analytical review, always attentive to personal requirements and regulatory compliance.

71
cases
96%
score
21
awards
Robert Lee

Robert Lee

Subscription Advisor

10 years
Birmingham

Areas

retirement audit regulations consultations

Robert helps clients navigate complex regulations, ensuring planning subscriptions stay on track with evolving guidance.

57
cases
94%
score
17
awards
Sophie Wright

Sophie Wright

Client Support

7 years
Bristol

Areas

client service admin support scheduling reminders

Sophie manages client onboarding and ongoing service logistics, ensuring a smooth experience every month.

35
cases
92%
score
15
awards
Financial planning team consulting clients

How Subscription Planning Works

Begin with an initial consultation, define your monthly needs, and receive ongoing support adjusted to your circumstances.

1

Introductory Consultation Session

Start with a confidential, no-pressure assessment of your current finances and goals with a qualified advisor.

We outline your options and help you decide on the right subscription tier for your circumstances.

2

Monthly Plan Customisation

Your personal advisor tailors meeting schedules and support frequency while clarifying all standard services covered under your plan.

Clients can make adjustments anytime, with each change fully transparent and quick to implement.

3

Ongoing Consultations

Stay connected for regular reviews and actionable insights at a predictable monthly cost.

Adjustments and questions are always welcome—simply reach out for assistance or clarification.

Subscription Plan Options

Transparent tiers to match your consulting needs; all monthly fees and terms explained when you start.

Essential

Core monthly service for stable, predictable planning.

£250.00
per month
  • Consultations with dedicated advisor
  • Plan review included quarterly
  • Transparent monthly invoice
  • No commission charges
Enquire Now
Most Chosen

Professional

Expanded plan reviews and session flexibility.

£299.00
per month
  • Unlimited adviser communications
  • Monthly plan adjustments included
  • Priority appointment scheduling
  • All standard reporting services
  • Support with service changes
Learn More

Executive

Full access for complex financial needs.

£350.00
per month
  • All Professional plan features
  • Additional business review sessions
  • Senior advisory team assigned
  • Custom documentation support
  • Flexible scheduling on request
Get Started

APR not applicable as no credit is provided. All pricing reflects monthly service fees—no loans or financial products included.

Compare Subscription Planning Services

Feature Our Service Competitor A Competitor B
UK-Regulated Advisors
Transparent Fixed Pricing
No Sales Commissions
Adjustable Subscription
Consultation-Focused Service