Transparent Subscription Pricing Options
Simple predictable fees
Choose a subscription plan that matches your needs. All plans include ongoing access to a qualified adviser, structured monthly sessions, secure digital communication, and clear documentation. Pricing is £250 to £350 per month. No additional commissions or hidden charges apply.
Your Planning Team
A diverse group of certified advisers, each with distinct expertise areas.
Rachel Evans
Senior Adviser
Focus
Retirement planning
Skills
Rachel brings more than a decade of experience to clients seeking clarity in long-term planning, supporting diverse needs with warmth and thoroughness.
Callum Singh
Adviser
Focus
Life events
Skills
Callum offers a practical, approachable outlook, helping clients navigate major transitions. He’s known for clarity and responsiveness.
Priya Patel
Adviser
Focus
Business owners
Skills
Priya works closely with entrepreneurs to align planning steps with business growth, acting as a strategic sounding board.
Matthew Jones
Adviser
Focus
Family changes
Skills
Matthew bridges life circumstances and planning needs, helping clients adjust approaches as situations shift. Attentive and detail-oriented.
How the Subscription Service Works
Our streamlined process ensures you receive expert support matched to your needs, every month.
Initial Discovery and Consultation
Your adviser begins with a confidential session to explore your current situation, objectives, and preferences.
No commitment required at this stage so you can ask questions freely.
Plan Development and Agreement
Your adviser builds a bespoke roadmap summarising your priorities, delivered clearly and promptly for your review.
Subscription starts upon mutual agreement and plan confirmation.
Monthly Sessions and Analytical Reviews
Meet regularly to review progress, discuss analytical insights, and make adjustments as you go.
Receive structured documentation and secure digital reporting after each session.
Ongoing Support and Updates
Stay connected with your adviser between sessions for clarifications or updates as your needs evolve.
All communication remains confidential and transparent.
Subscription Plans
Choose the plan that fits best
Core
Monthly support, regular reviews, unlimited secure messaging.
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Direct adviser access
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Scheduled monthly sessions
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Digital documentation
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Confidential service
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No commission fees
Plus
Everything in Core plus priority scheduling & additional check-ins.
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Priority adviser response
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Extra session flexibility
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Enhanced documentation
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All Core features
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No hidden charges
Pro
Maximum flexibility, urgent queries, and adviser availability by request.
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Same-day support option
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Maximum monthly sessions
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Extended contact hours
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Exclusive Pro documentation
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All Plus features
Compare Subscription Packages
| Features | Core Subscription | Plus Subscription | Pro Subscription |
|---|---|---|---|
| Direct adviser access | Yes | Yes | Yes |
| Monthly sessions included | 1/month | 2/month | 4/month |
| Priority response timing | No | Yes | Same day |
| Urgent query support | No | Business hrs | Extended |
| Digital documentation | Yes | Enhanced | Exclusive |