Clear, structured pricing for planning

Our subscription ranges from $250 to $350 per month, depending on your circumstances. No commissions or referral fees. All consultations are included—no hidden charges.

Financial planning price chart with calculator

Meet our expert team

Experienced, UK-based advisors focused on providing impartial support.

Lauren West

Lauren West

Lead advisor

14 years
London

Core strengths

consultation client care analysis compliance

Lauren leads our team with in-depth experience and a direct, trustworthy approach to planning. She is known for attention to client needs and clarity in every consultation.

56
projects
120
clients
97%
rating
Andrew Blake

Andrew Blake

Advisor

12 years
Manchester

Areas covered

analytical reviews consultations milestone tracking support

Andrew’s analytical focus and approachable style make him a favourite among long-term clients. He is proactive about adapting plans as situations change.

33
projects
55
clients
94%
rating
Rita Ahmed

Rita Ahmed

Advisor

15 years
Birmingham

Key focus

planning client support compliance reporting

Rita brings broad industry knowledge and a calm, detailed approach. Her ability to clarify complex situations is often noted by her clients.

46
projects
69
clients
89%
rating
Simon Harris

Simon Harris

Advisor

11 years
Leeds

Specialist skills

process design planning communication follow-through

Simon focuses on making the planning process smooth and transparent. He is committed to practical solutions and reliable client service.

27
projects
32
clients
91%
rating

How our subscription process works for you

We ensure each client receives continuous support and transparency. Our process adapts to your needs from initial consultation to ongoing plan review, always keeping pricing clear and advice impartial.

Advisor discussing documents with client in office

Schedule your initial call easily

Week 1 30-60 minutes

Situation assessment and goals discovery

Week 1 45-90 minutes

Personalised planning and milestone mapping

Week 2 60 minutes

Monthly consults and plan updates

Ongoing 60 minutes

Adapting recommendations over time

Ongoing As required

Subscription plans

Flexible, transparent monthly options

Standard

£250.00 / per month

Covers individual guidance and monthly consultations for one client.

  • Monthly review included
  • Personal advisor assigned
  • Clear written reports
  • Secure document storage
Most Popular

Plus

£300.00 / per month

Designed for clients who wish to include a partner or add consultation hours each month.

  • All Standard features
  • Partner or extra time
  • Milestone tracking
  • Priority scheduling

Premium

£350.00 / per month

For regulatory, complex, or multi-party planning scenarios needing more reports or sessions.

  • Includes Plus benefits
  • Expanded consultation slots
  • Enhanced privacy controls
  • Custom milestones

How we compare

Features norianthavos Other services
Independent advice always
Flat monthly subscription
All consultations included
No commissions at any time
Tailored support every month