Pricing

I believe in fairness and transparency, especially when it comes to supporting an industry that often faces unnecessary hurdles. Unlike others who may take advantage, my prices are aligned with qualified, chartered advisors based in London—fair, inclusive, and with no small print. Here’s how it works:

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1. Consultation

First Consultation (Online, 15-20 minutes) : FREE

Let me know how can I help!
Initial Setup (Face to face/Online, 60 minutes): £250
A chance to dive into your needs, discuss your goals, and create a roadmap tailored to you. Get everything set up and running.

Follow-Up Consultations (per hour): £200
Perfect for ongoing advice or revisiting your plans.

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2. Tax Services
Annual Tax Planning Package:  

For individual: £800/year (or £70/month)
Includes regular check-ins, end-of-year filing preparation, and strategies to save you money.

For businesses: Starting at £1,000/year, depending on complexity

Only Tax Filing:

For individuals: £500
For businesses: Starting at £750, depending on complexity
VAT Returns: £150 per submission (or £300 for quarterly filings).

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3. Investment Advisory
Portfolio Review and Strategy: £1,000
Tailored advice to grow and protect your wealth.

Ongoing Investment Management: 0.5% of AUM
Includes regular updates, rebalancing, and performance tracking.

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4. Retainer Packages
Basic Retainer: £600/month

Up to 4 hours of support each month
Email support and priority scheduling
Premium Retainer: £1,000/month

Up to 10 hours of support each month
Full access to advisory services

5. Bespoke Projects
If your needs don’t quite fit into the options above, we’ll create a custom package together. Pricing starts at £2,000 depending on the scope.

No surprises, no hidden fees—just straightforward pricing and service designed to make your life easier. Let’s make numbers work for you!

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