Explore our approach to financial planning together
Our subscription-based service provides ongoing financial planning tailored to your evolving needs. We focus on transparency, flexibility, and practical advice, helping you navigate complex financial decisions with clarity. Each client receives continuous access to expert guidance and support.
James Edwards
Lead Financial Planner
What makes our service different
We prioritise clarity, personalised attention, and consistent communication for every subscriber.
Ongoing expert support
Receive regular consultations and timely responses to your financial queries, ensuring you feel confident throughout.
Transparent subscription fee
A fixed monthly rate of $250 applies, with no hidden charges or sudden changes to your subscription.
Comprehensive planning reviews
Benefit from holistic assessments and reviews of your financial roadmap, tailored to your current circumstances.
Why choose jelinriium
Our commitment is to provide reliable, accessible financial planning on your terms.
Clear pricing policy
Our $250 per month subscription covers all standard planning services, so you always know what to expect each billing cycle.
Dedicated client advisor
You are partnered with a qualified advisor who personally manages your planning and responds promptly to your requests.
Flexible scheduling options
We make it simple to book consultations that fit your schedule, including remote and in-person availability.
Regulated UK standards
All services adhere to UK financial regulations and best practices, ensuring your interests are protected.
Regular progress reviews
Your plan is reviewed and updated as your needs change, keeping you informed and empowered.
Secure data management
We use advanced security protocols to protect your personal information and maintain strict confidentiality.
Our commitment to you
Clarity, accessibility, and ongoing support
We believe financial planning should be straightforward and stress-free, with expert guidance as you need it.
Consistent communication
Stay connected with your advisor through regular updates and feedback.
Transparent process
Every step in planning is clearly explained and documented for your peace of mind.
Client-focused service
Your goals and preferences shape every aspect of the planning journey.