Pricing for subscription plans

Simple monthly structure, transparent at every step

Choose from our subscription tiers to match your consultation needs. Pricing is always clearly displayed from the outset with no onboarding or hidden fees.

Meet our financial team

Four specialists support every client,

Olivia Chapman

Olivia Chapman

Senior Advisor

Lead consultant
Experience
13 years
Office
London

Specialty

Personal consultations
Analytical reviews
Client relations
Compliance care

Leads complex cases, ensuring all advice is based on client context and the latest UK regulations.

Skills

Analysis Clarity Client care Review
84
Projects
164
Clients
96%
Success
96%
Rated
James Parry

James Parry

Consulting Specialist

Senior advisor
Experience
11 years
Office
Manchester

Specialty

Plan reviews
Relationship building
Confidentiality
Fair advice

Focuses on ongoing subscription reviews for clients in northern regions.

Skills

Detail Support Integrity Insight
52
Projects
87
Clients
94%
Success
95%
Rated
Amelia Evans

Amelia Evans

Advisor

Client advisor
Experience
10 years
Office
Bristol

Specialty

Consultation
Client follow-ups
Scheduling
Client engagement

Coordinates client communications and ensures scheduling flexibility remains a core offering.

Skills

Communication Organisation Empathy Flexibility
63
Projects
105
Clients
95%
Success
94%
Rated
Daniel Ford

Daniel Ford

Client Support

Support lead
Experience
7 years
Office
Leeds

Specialty

Client support
Admin processes
Process oversight
Trend analysis

Handles administrative processes and helps resolve client queries in a timely manner.

Skills

Efficiency Accuracy Patience Reporting
46
Projects
72
Clients
92%
Success
92%
Rated

How our process works

1

Initial review

Begin with a detailed exploration of your current circumstances and objectives.

2

Advisor match

We assign a financial specialist best suited to your situation and region.

3

Strategy presentation

Receive a personalised plan outlining proposed actions and timelines.

4

Ongoing reviews

Benefit from scheduled reviews and ad hoc consultations as your needs change.

Advisor-client planning process

Our pricing tiers explained

Pick the right subscription for your ongoing consultation needs

Standard plan

Includes regular reviews and all core advisory sessions per month.

£250.00 per month
  • Direct access to a dedicated advisor included
  • One analytical review per subscription month
  • Fee transparency guarantee, no onboarding fee
  • Flexible session scheduling within business hours
Contact us
Popular

Professional plan

Additional consultations and priority scheduling are included monthly.

£300.00 per month
  • All Standard plan features included
  • Unlimited session scheduling during office hours
  • Priority access to specialist advisors
  • Two analytical reviews each month
Start now

Premier plan

Intensive review schedule and after-hours access for more complex cases.

£350.00 per month
  • All Professional features included
  • Extended support hours for urgent queries
  • Comprehensive multi-advisor analytical reviews
  • Quarterly strategy update meetings
Enquire now

Additional pricing details

Subscription fees are debited monthly with no setup or joining fees.

You may change or upgrade plans with advance notice.

No additional charges for routine reviews or consultations during listed business hours.

Important notices

Results may vary. Past performance doesn't guarantee future results.

No commission-based recommendations or hidden costs within any plan.

Compare our subscription to common alternatives

Feature fynorathelios Consulting Firm Traditional Bank
Monthly flat subscription
Dedicated advisor assigned
Fee transparency
No commission incentives