Transparent subscription pricing at a glance

Our monthly fees range from $250 to $350 and cover comprehensive financial planning, direct access to your dedicated adviser, and all standard consultations—no hidden extras.

Our advisers

Specialists with proven experience

Laura Bennett

Lead Adviser

8 Years • Retirement solutions

Degree

MSc Financial Planning, London School

Laura is an experienced financial planner focused on delivering clear and unbiased advice.

Experience

Orbit Finance - Senior Consultant (3 years)

Navigator Group - Finance Adviser (4 years)

Skills

Analysis Compliance Communication

Methods

Analytical review Personal consultation

Certificates

Diploma Financial Planning

Chartered Planning Certificate

Michael Harris

Senior Consultant

7 Years • Estate matters

Degree

BA Economics, Oxford University

With strong client focus, Michael excels at clarifying planning options and anticipating market changes.

Experience

Finance Insight - Consultant (3 years)

Pathways Group - Adviser (3 years)

Skills

Problem-solving Strategy Reporting

Methods

Risk assessment Scenario planning

Certificates

Certified Market Analyst

Wealth Planning Diploma

Priya Sharma

Client Adviser

6 Years • Succession advice

Degree

MA Business Finance, Manchester University

Priya’s expertise in collaborative planning helps clients navigate changing financial priorities.

Experience

FutureBridge - Financial Planner (2 years)

Metro Advisory - Client Support (3 years)

Skills

Listening Organisation Presentation

Methods

Goal alignment Data-driven review

Certificates

Regulated Planning Cert

Advanced Analysis Badge

David Chen

Financial Planner

5 Years • Wealth review

Degree

BSc Finance, Imperial College

David brings structured thinking and a passion for delivering actionable, understandable advice.

Experience

Vantage - Planning Associate (2 years)

Summit - Analyst (2 years)

Skills

Research Interpersonal Detail

Methods

Process mapping Best practices

Certificates

Financial Services Cert

Compliance Planning Cert

How it works

Simple and transparent steps

Initial consultation

Your adviser discusses your circumstances and clarifies your planning preferences.

1 hour

Plan development

We review your priorities and design a tailored planning approach together.

2 days

Monthly subscription

Access regular consultations, reviews, and ongoing support for a fixed fee.

1 month

Continuous review

Plans are reviewed annually or quarterly and refined as your needs change.

Ongoing

Subscription plans

Clear terms, one simple monthly fee

Standard

Includes regular consultations, annual reviews, and support on core financial planning matters.

£250.00 /per month

Annual plan update
Unlimited secure messaging
Document overview
Objective market perspective
Comprehensive compliance review

Select plan

Enhanced

Adds quarterly reviews and broader support for life changes or unique circumstances.

£300.00 /per month

Quarterly adviser review
Personalised analysis
Scenario considerations
One-to-one calls
Secure document sharing

Choose plan

Premium

Designed for clients with complex or changing needs. Includes priority support and flexible meeting options.

£350.00 /per month

Priority appointment access
Multi-channel support
Frequent plan check-ins
Customised consultation sessions
Expanded documentation service

Start plan

What makes us different

Subscription planning compared

Feature

solytherion

Others

Flat monthly pricing

Personal adviser contact

Transparent terms

No commissions

Clear cancellation policy

Secure client communications