Learn more about our subscription pricing model
Simple monthly structure
Every plan includes regular consultations, plan reviews, and ongoing professional support. All prices shown are per month, with no commission or product sales. Results may vary. See plan details below for included services.
All prices exclude VAT. Results may vary depending on your situation.
Meet our advisors
Qualified, experienced professionals
Sarah Middleton
Senior Consultant
Education
MSc Financial Services, London School of Economics
Sarah blends consulting experience with a pragmatic approach and strong dedication to ethical planning.
Experience
Skills
Approaches
Certifications
James Everett
Planning Specialist
Education
BSc Business Management, University of Manchester
James applies analytical skills and patient communication to help clients understand planning steps.
Experience
Skills
Approaches
Certifications
Emily Kaur
Consultant Planner
Education
BA Economics, King's College London
Emily brings a client-first mindset, focusing on clarity, transparency, and personalised consultation.
Experience
Skills
Approaches
Certifications
Tom Hardy
Client Advisor
Education
BSc Finance, University of Edinburgh
Tom's background combines attentive client service with sharp analytical skills for practical results.
Experience
Skills
Approaches
Certifications
How subscription planning works
Sign up online
Start your subscription quickly by completing our secure sign-up form and sharing your main objectives.
Introductory consult
An advisor contacts you to gather information and discuss your priorities for the initial planning session.
Ongoing monthly sessions
Participate in monthly check-ins to review progress and discuss new or changed needs as life evolves.
Flexible plan adjustments
Update your preferences and priorities or raise new questions at any time—your subscription grows with you.
Monthly subscription options
Transparent monthly plans for ongoing financial consultations. VAT and terms apply.
Transparent pricing notice
Plans exclude VAT. Results may vary.
Essential Plan
Core consultations and monthly reviews for individuals or small teams.
Excludes VAT
- Monthly review sessions
- Direct access to advisor
- Personalised planning feedback
- Flexible focus adjustments
Professional Plan
Enhanced consultations and more frequent plan updates for teams or businesses.
Excludes VAT
- Twice-monthly check-ins
- Consultation with two advisors
- Deep-dive analysis reviews
- Annual roadmap session
- Data security guarantee
Executive Plan
Comprehensive support, continuous reviews, and priority access for leadership teams.
Excludes VAT
- Priority response advisor access
- Ongoing plan reviews
- On-demand focus sessions
- Custom analytics reports
- Unlimited queries per month
- Annual strategy session
Extra services
Ad hoc review
Book an additional planning session outside your plan, with advisor feedback.
£250.00
Extras charged monthly plus VAT
Board consultation
Arrange strategic workshops for leadership teams, tailored to your needs.
£350.00
Extras charged monthly plus VAT
Payment details
Accepted payment methods
- Direct Debit
- Bank transfer
Payment terms
- Billed monthly at subscription start
- Non-refundable for current period
APR and fees disclosed upfront. VAT applies.
UK financial planning
See how we compare
Compare our monthly subscription for financial planning with typical UK consulting fees and service transparency.
| Key features | veliontrasilo subscription | Traditional Advisory | Corporate Finance Group |
|---|---|---|---|
| Transparent monthly fee | Included | Varies | Custom |
| Monthly proactive reviews | Yes | Optional | Rare |
| Advisor access, no commissions | Always | Often commission | Mixed |
| Flexible plan updates | Included | Extra cost | Limited |
| Data protection guarantees | Compliant | Varied | Compliant |