Financial management services and pricing

Choose the level of support you need, from a targeted review to a full plan. Each service is priced for clarity and includes a detailed recap.

Open notebook with financial notes

What every service includes

You receive a structured plan, a summary of key numbers, and a clear next-step checklist. We keep the process focused and easy to maintain.

Budget Reset Workshop

£187 per session

Rebuild your categories, set weekly guardrails, and design a simple tracking routine.

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Cashflow Clarity Review

£243 per review

Understand income timing, upcoming obligations, and your sustainable spending range.

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Family Finance Plan

£318 per plan

Align household goals, shared bills, and savings targets with a calm decision framework.

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Small Team Cashflow Clinic

£428 per clinic

A half-day clinic for micro-teams and freelancers balancing project income with overheads.

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Optional monthly advisory

For ongoing support, we offer a light-touch advisory retainer focused on check-ins and decision coaching. This is priced after the initial service based on scope.

Need the right service? Start planning