Subscription pricing explained
Transparent, fixed fees for comprehensive planning
Our $250 monthly subscription covers all standard planning services, including consultations, reviews, and ongoing support. There are no hidden fees, and terms are clearly documented.
Meet our team
Experienced, client-focused professionals
James Edwards
Lead Advisor
MSc Financial Planning University of Manchester
18 years "Client advisory"
Barclays Wealth Management
Top Advisor Award 2023
Client Service Excellence
FCA Certified Professional
James brings over 18 years’ experience in financial consulting, focusing on personalised solutions and regulatory compliance. He is dedicated to building long-term relationships with clients.
Priya Patel
Senior Planner
Chartered Financial Planner London School of Business
12 years "Holistic planning"
HSBC Private Banking
Chartered Planner Status
Diversity Champion
Service Innovation Award
Priya specialises in holistic financial planning, with over 12 years’ experience working with diverse UK clients. She is passionate about transparency and communication.
Michael O'Connor
Planning Consultant
Diploma in Financial Advice University College Dublin
10 years "Client solutions"
Santander UK
Team Leader 2021
Continuous Learning Award
Michael combines analytical insight with practical experience from over 10 years in the sector. He supports clients with up-to-date guidance and attention to detail.
Olivia Baker
Client Manager
BA Business Management University of Leeds
8 years "Client engagement"
Lloyds Banking Group
Service Excellence Award
Client Satisfaction Leader
Olivia ensures seamless client experience and supports ongoing engagement. With 8 years’ experience, she focuses on communication and service quality.
Our process for subscription planning
We follow a structured approach designed for clarity, efficiency, and client understanding. Each step is tailored to your current needs and preferences, ensuring a transparent experience.
Initial consultation and onboarding
We start with an in-depth conversation to understand your objectives, current circumstances, and preferences. This sets the foundation for your ongoing planning.
Your goals
Clarify your needs and expectations
What we do
Your advisor gathers information, discusses your goals, and explains the subscription structure, fees, and documentation.
How we work
We conduct this step via secure video call, phone, or in-person meeting, providing a detailed overview and answering your questions.
Tools we use
Digital forms, secure communication platforms
What you receive
Welcome pack, service agreement, and access to your advisor
Ongoing planning and reviews
We schedule regular consultations, review your evolving needs, and provide timely responses to your questions.
Your goals
Maintain alignment with your objectives
What we do
Your advisor monitors your planning, provides updates, and offers suggestions based on any changes in your situation.
How we work
Meetings are arranged at your convenience and can be remote or in person, with follow-up by email or phone as needed.
Tools we use
Scheduling tools, secure email, client portal
What you receive
Meeting notes, updated planning documents
Progress tracking and communication
We keep you informed with regular updates, action items, and transparent reporting, so you always know where things stand.
Your goals
Ensure clarity and continuous engagement
What we do
Your advisor sends clear summaries and outlines next steps after each review or milestone.
How we work
Communications are delivered through your preferred channel, ensuring accessibility and responsiveness.
Tools we use
Client portal, summary reports, secure messaging
What you receive
Progress reports, action plans, client feedback
Annual assessment and renewal
At the end of each year, we conduct a thorough review to evaluate progress and discuss your ongoing subscription.
Your goals
Reassess needs and confirm satisfaction
What we do
Your advisor reviews the past year’s outcomes, gathers feedback, and discusses any changes to your requirements.
How we work
Assessment is conducted via a scheduled meeting, followed by documentation and agreement on next steps.
Tools we use
Assessment templates, feedback forms
What you receive
Annual report, renewal agreement
Subscription plans and fees
Simple, transparent pricing for ongoing support and advice
Standard Subscription
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Regular consultations included
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Personal advisor access
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Holistic planning reviews
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Secure client portal
Couples Subscription
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Joint consultations
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Shared planning documents
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Personal advisor for both
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Annual review included
Family Subscription
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Family-focused reviews
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Multiple members included
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Flexible scheduling options
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Yearly assessment
Compare our subscription approach
See how jelinriium’s planning model differs from other providers