Book a Call That Works for You
Not every question needs full financial planning — and not every client needs the same kind of call. This page is designed to give you flexible, one-off support when you need it most.
Whether you’re a new client, running a small business, or just need advice on something outside of any standard review service we have in place, you can book a tailored session with me.
How Pricing Works
To keep things fair and accessible, pricing is based on your investment level with us:
• Clients without investments pay the standard rate for advice or support
• Clients with some investment, benefit from a reduced rate
You’ll find a range of options below — just choose the one that fits your needs, and book directly. Straightforward pricing. Flexible time slots. Personal, practical advice.
For further clarification or if you would like to have a tailored quote for a larger piece of work then feel free to email us at info@eclipsefinanicalplanning.co.uk
Reach Out
Clients with no investments
If you’re not currently investing with us, our standard hourly rate is £250 per hour. This flexible approach is ideal if you’re looking for one-off advice, or guidance without committing to a full wealth management service.
You may be managing your own investments, focusing on property or business, or simply exploring your options. If you have pensions, savings, or funds to invest, we’re happy to help you review the next steps.
Clients with less than £50,000 invested
For clients with up to £50,000 invested, we offer a 50% discounted rate of £125 per hour. This provides access to personalised advice for help and assistance outside of our usual ongoing review service.
As your portfolio develops, you’ll naturally transition into our full service. Once your investments with us exceed £50,000, there’s no additional charge for our time for any ad-hoc advice needs, as this is fully included.
Clients with no investments
If you’re not currently investing with us, our standard hourly rate is £250 per hour. This flexible approach is ideal if you’re looking for one-off advice, or guidance without committing to a full wealth management service.
You may be managing your own investments, focusing on property or business, or simply exploring your options. If you have pensions, savings, or funds to invest, we’re happy to help you review the next steps.
Clients with less than £50,000 invested
For clients with up to £50,000 invested, we offer a 50% discounted rate of £125 per hour. This provides access to personalised advice for help and assistance outside of our usual ongoing review service.
As your portfolio develops, you’ll naturally transition into our full service. Once your investments with us exceed £50,000, there’s no additional charge for our time for any ad-hoc advice needs, as this is fully included.