Investment Consulting Pricing
Choose the consultation package that fits your investment needs
Individual results may vary significantly based on personal circumstances, market conditions, and implementation timing.
Past performance does not guarantee future results.
Basic Consultation
Perfect for beginner investors seeking guidance
per hour
- Portfolio review and analysis
- Investment strategy discussion
- Risk assessment
- Email follow-up support
Comprehensive Consultation
Ideal for serious investors building wealth
per hour
- Complete financial analysis
- Tax-efficient investment planning
- Diversification strategies
- Quarterly performance reviews
- Priority scheduling
Premium Consultation
For high-net-worth individuals and complex portfolios
per hour
- Advanced portfolio optimization
- Alternative investment strategies
- Estate planning integration
- Monthly strategy sessions
- Direct access to senior advisors
- Comprehensive market research
All prices include VAT at 20%. No hidden fees or charges.
Authorised and regulated by the Financial Conduct Authority (FCA) FRN 789456
Payment Information
- Consultations are billed hourly with a minimum 1-hour charge
- Payment is due within 14 days of consultation completion
- We accept bank transfers, credit cards, and business cheques
Compare Our Plans
| Features | Basic Consultation | Comprehensive Consultation | Premium Consultation |
|---|---|---|---|
| Personalised hourly consultations | |||
| Direct access to fund managers | |||
| Real-time portfolio monitoring | |||
| Tax optimization strategies | |||
| Ongoing support included |
Frequently Asked Questions
How do I book a consultation?
Simply fill out our contact form or call us directly. We'll schedule your consultation at a time that works for you.
What should I bring to my consultation?
Please bring recent statements for all investment accounts, pension information, and details of your financial goals.
Can I cancel or reschedule my appointment?
Yes, you can cancel or reschedule with at least 24 hours notice without any charges.
Do you offer services for business investments?
Yes, we provide corporate investment consulting for businesses of all sizes.
Ready to start your investment journey?
Contact Our Team