Consultation Pricing
Professional investment advice tailored to your needs
Individual results may vary.
Past performance does not guarantee future results.
Essential Consultation
Perfect for getting started
- Basic portfolio review
- Investment goal assessment
- Risk tolerance evaluation
- Email follow-up included
Comprehensive Review
In-depth analysis and strategy
- Complete portfolio analysis
- Asset allocation recommendations
- Tax optimization strategies
- Performance benchmarking
- Written summary report
Premium Advisory
Expert guidance and ongoing support
- Comprehensive financial planning
- Estate planning considerations
- Alternative investment options
- Quarterly review sessions
- Priority email support
- Referral network access
Pricing Details
- All prices include VAT at 20%.
- Payment processing fee of 2.5% applies to card transactions.
- Consultations are billed hourly with minimum 1-hour sessions.
Representative APR: N/A (consultations are fee-based, not credit products).
Authorised and regulated by the Financial Conduct Authority (FCA) FRN 789456
Custom Solutions
Need ongoing advisory services or corporate consultation? We offer bespoke packages.
Contact SalesPricing FAQ
What is included in the consultation fee?
Each consultation includes personalized advice, document review, and email follow-up.
Can I book multiple sessions?
Yes, we offer package discounts for multiple sessions booked in advance.
What payment methods do you accept?
We accept major credit cards, bank transfers, and PayPal payments.
Is there a cancellation policy?
Sessions can be cancelled up to 24 hours in advance for full refund.