Clear subscription pricing for planning
Our financial planning subscription is £250 per month. This fee covers all consultations and ongoing professional support—no hidden charges or extra costs.
Meet our experienced team
Each member brings expertise and dedication to your planning experience.
Alex Carter
MSc Financial Management London School
10 years "Retirement planning"
Metro Advisors
Certifications:
Methods:
Key skills:
Achievements:
150+ plans delivered
Team leader for 2 years
Industry speaker
Client satisfaction award
Brings over 10 years’ experience in financial planning and client support.
Sarah Johnson
BA Economics Durham University
8 years "Life event planning"
Bright Futures
Certifications:
Methods:
Key skills:
Achievements:
100+ plans managed
Award in client care
8 years in planning
Mentor to junior staff
Specialist in ongoing client support and plan reviews, with 8 years’ experience.
David Singh
BSc Accounting Manchester Uni
6 years "Tax planning"
City Advisors
Certifications:
Methods:
Key skills:
Achievements:
Team member of the year
50+ clients supported
Innovation award
6 years in sector
Focused on providing clear, practical advice tailored to individual needs.
Helen Brooks
BA Business Administration Bath University
4 years "Client onboarding"
Prime Solutions
Certifications:
Methods:
Key skills:
Achievements:
Smooth onboarding process
Positive client feedback
4 years in support
Internal process award
Ensures smooth onboarding and ongoing client communication for the team.
How our subscription works
Our process is designed for clarity, support, and adaptability, ensuring your plan stays aligned with your changing needs.
Initial consultation
We begin with a conversation to understand your financial goals and current situation. This helps us tailor your plan from day one.
Our goal
Gather key information to customise your planning.
What we do
We ask about your objectives, gather details on your circumstances, and discuss your preferences for ongoing support.
How we do it
Through a secure call or meeting, we collect relevant information and answer your questions.
Tools we use
Secure video call, digital forms
What you receive
Outline of next steps and a summary of your key objectives.
Plan creation and review
We build your financial plan using the information provided and review it with you for clarity and alignment.
Our goal
Develop a plan that matches your needs and goals.
What we do
We create a plan draft, review it with you, and make adjustments based on your feedback.
How we do it
Collaborative review sessions ensure your input shapes the final plan.
Tools we use
Planning software, phone, email
What you receive
Personalised plan document with recommendations.
Ongoing support and updates
Your subscription includes regular check-ins and updates as your circumstances evolve.
Our goal
Keep your plan relevant and effective over time.
What we do
We proactively reach out for reviews and encourage you to contact us with questions or changes.
How we do it
Scheduled reviews and open communication keep your plan current.
Tools we use
Email, phone, secure client portal
What you receive
Updated plans and regular review summaries.
Secure document management
Your information is protected with secure data handling and private access to your documents.
Our goal
Maintain confidentiality and data integrity.
What we do
We use encrypted systems to store and manage your information safely.
How we do it
All data is processed in line with UK regulations and our privacy policy.
Tools we use
Secure cloud storage, encrypted email
What you receive
Private client portal access for document retrieval.
Subscription pricing
Straightforward monthly subscription
Standard
Full access to all planning services
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All consultations included
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Regular plan reviews
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Secure client portal
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No setup or exit fee
Plus
Priority access and faster response
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Priority planner access
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Faster response times
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All standard features
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Annual plan review
Premium
Personalised quarterly reviews
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Quarterly review sessions
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Personalised support
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All standard features
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Priority scheduling
How we compare
What sets our subscription apart