Transparent Subscription Pricing For Planning

Our pricing model is simple: you pay one monthly subscription fee between £250 and £350. This covers all consultations, reviews, and ongoing plan adjustments—no additional costs or hidden extras involved.

Anna McAllister

Anna McAllister

Lead Planning Advisor

Meet Our Advisory Team

Every member brings expertise and dedication to client experience.

Anna McAllister

Anna McAllister

Lead Advisor

7 years
London

Expertise

Financial reviews Client support Strategy analysis Subscription care

Anna brings practical insights and a firm commitment to honest, responsible planning for every subscriber.

49
Cases
97%
Score
23
Awards
Marcus Greene

Marcus Greene

Senior Planner

10 years
Manchester

Focus

Advisory meetings Plan management Progress updates Custom reports

Marcus excels in designing adaptive strategies and providing analytical guidance to our clients.

88
Cases
93%
Score
34
Awards
Sarah Ellis

Sarah Ellis

Client Strategist

6 years
Bristol

Strengths

Personal advice Needs evaluation Communication Routine reviews

Sarah’s approachable style ensures clients receive tailored, easy-to-understand service.

36
Cases
95%
Score
15
Awards
Harpreet Singh

Harpreet Singh

Review Specialist

8 years
Leeds

Skills

Process reviews Quality assurance Client queries Service transparency

Harpreet makes sure our consultation process remains effective and fully transparent.

25
Cases
96%
Score
12
Awards

How Our Subscription Works

Every step is clear, secure, and built for flexibility

1

Initial Consultation Scheduled

After signup, you’ll meet your advisor to review your goals and current situation.

We agree a time that works so the process fits your schedule.

2

Personal Plan Development

Our advisor prepares a plan, focused on your needs and circumstances.

You receive a summary for approval before anything moves forward.

3

Regular Plan Reviews

Scheduled updates provide a chance to review and adjust your plan together.

You can request a review any time throughout your subscription.

4

Ongoing Expert Support

Your advisor is available for questions or changes as needed.

Stay connected through your preferred communication method.

Choose Your Subscription

Simple monthly fees covering all support, with three plan options

Essential

Core support features for focused planning.

£250.00
per month
  • One dedicated advisor assigned
  • Monthly reviews included
  • Clear communication channel
  • Analytical performance check-ins
Most Chosen

Professional

Extra resources for proactive clients.

£300.00
per month
  • Priority scheduling for check-ins
  • Two consultations every month
  • Custom strategy adjustments
  • Full reporting suite
  • Advanced analytical reviews

Premium

Most extensive plan for comprehensive support.

£350.00
per month
  • Senior advisor assigned
  • Unlimited consultations included
  • Quarterly benchmarking report
  • Full documentation access
  • Bespoke communication channel
  • All plan features included

Pricing includes all consultations and ongoing reviews.

How We Compare With Others

Features valiqorensia Competitor One Competitor Two
Predictable monthly subscription
No hidden fees or add-ons
Expert advisor assigned
Adaptable review process