Investment Consultation Pricing
Choose the consultation package that suits your needs
Individual results may vary.
Past performance does not guarantee future results.
Basic Consultation
Initial investment assessment and basic portfolio review
per hour
- Portfolio analysis
- Risk assessment
- Investment recommendations
- Email support
Professional Consultation
Comprehensive investment strategy and ongoing support
per hour
- Detailed portfolio analysis
- Custom investment strategy
- Risk management planning
- Quarterly reviews
- Priority support
Premium Consultation
Complete wealth management and portfolio optimization
per hour
- Complete wealth assessment
- Advanced portfolio optimization
- Tax-efficient strategies
- Monthly reviews
- Direct phone access
- Estate planning guidance
Pricing Details
- All prices include VAT at 20%
- No additional commission charges
- Hourly billing with minimum 1-hour sessions
- 48-hour cancellation notice required
Representative APR: N/A for consultation services
Regulated by the Financial Conduct Authority, FRN 749823
Custom Solutions
Need a tailored approach? We offer custom consultation packages for complex situations.
Contact SalesFrequently Asked Questions
What is included in a consultation session?
Each session includes portfolio analysis, risk assessment, and personalized investment recommendations based on your goals.
How do I prepare for my consultation?
Gather your current investment statements, financial goals, and risk tolerance information before your session.
Can I cancel or reschedule my appointment?
Yes, you can cancel or reschedule with at least 48 hours' notice without penalty.