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Your plan is continuous. Your need for a planner isn't.
Life doesn't stand still between financial planning meetings. Academy OS helps you keep your plan alive, explore changing circumstances and stay in control of your decisions. Every package includes your Academy OS subscription and access to professional support. Choose how often you want structured planning reviews—from occasional help to unlimited support. Pay for the human expertise you need, without handing over your investments or committing to ongoing asset management.
- Support Package
Independent Financial Lifeguard
29£Every monthYour continuous Academy OS planning capability, with professional backup when you need it. Keep your plan alive, explore changing circumstances and ask for human support when needed.- Active Academy OS subscription — Academy OS apps unlocked
- Your free, client-owned My Life Record account.
- Priority email support for financial planning questions.
- Independent second opinions when something feels wrong.
- Help understanding important financial decisions.
- Early warning of potential financial planning problems.
- Short WhatsApp check-ins when appropriate.
- Community and ongoing financial education.
- Additional 50-minute planning meetings for £50 each.
Annual Reviews
495£Every yearKeep your plan current with Academy OS and an annual review with a Chartered Financial Planner. Continuous capability, with professional support when you need it.- Independent Financial Lifeguard included for one year.
- Annual planning review with a Chartered Financial Planner.
- All Academy OS apps unlocked.
- Free, client-owned My Life Record.
- Preparation and updating of financial planning data.
- Review of your plan, assumptions and changing needs.
- Meeting preparation, summary and follow-up.
- Unlimited email Q&A for planning questions.
- Community and ongoing financial education.
- Extra 50-minute planning meetings for £50 each.
Quarterly Reviews
1,095£Every yearKeep your plan current with Academy OS and four planning reviews a year with a Chartered Financial Planner. Continuous capability, with professional support when you need it.- Independent Financial Lifeguard included for one year.
- Four planning reviews with a Chartered Financial Planner.
- All Academy OS apps unlocked.
- Free, client-owned My Life Record.
- Preparation and updating of financial planning data.
- Review of your plan, assumptions and changing needs.
- Meeting preparation, summary and follow-up.
- Unlimited email Q&A for planning questions.
- Community and ongoing financial education.
- Extra 50-minute planning meetings for £50 each.
Monthly Reviews
2,695£Every yearKeep your plan current with Academy OS and twelve planning reviews a year with a Chartered Financial Planner. Continuous capability, with professional support when you need it.- Independent Financial Lifeguard included for one year.
- Twelve planning reviews with a Chartered Financial Planner.
- All Academy OS apps unlocked.
- Free, client-owned My Life Record.
- Preparation and updating of financial planning data.
- Review of your GAME Plan, assumptions and changing needs.
- Meeting preparation, summary and follow-up.
- Unlimited email Q&A for planning questions.
- Community and ongoing financial education.
- Extra 50-minute planning meetings for £50 each.
Unlimited Reviews
4,995£Every yearContinuous planning with Academy OS and unlimited professional reviews and support throughout the year. For complex circumstances and major life transitions.- Independent Financial Lifeguard included for one year.
- Unlimited reviews with a Chartered Financial Planner.
- All Academy OS apps unlocked.
- Free, client-owned My Life Record.
- Preparation and updating of financial planning data.
- Review of your GAME Plan, assumptions and changing needs.
- Meeting preparation, summary and follow-up.
- Unlimited email Q&A for planning questions.
- Community and ongoing financial education.
- Additional planning meetings at no extra charge.
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