Monthly subscription pricing explained
A straightforward £250/month fee covers regular planning, reviews, and advisor access—no extra charges or hidden terms.
Years in service
Advisors
Subscribers
Meet our advisory team
A dedicated group delivering practical guidance and ongoing support.
Emma Clark
Lead Advisor
Expertise
Emma oversees client plans and ensures advice is tailored and accessible for every subscriber.
Skills
Tom Patel
Senior Planner
Expertise
Tom brings structure and clarity to each planning process, making it easy for clients to stay on track.
Skills
Sophie Lane
Client Liaison
Expertise
Sophie ensures clients feel supported and understood throughout their subscription.
Skills
David Green
Advisor
Expertise
David brings decades of experience, ensuring every client feels confident and informed.
Skills
How your subscription works
Our process is designed for simplicity—start with a consultation, enjoy regular reviews, and stay connected for ongoing support.
Initial consultation call
Discuss your financial questions and priorities with our advisor to set clear starting points.
This first step helps us understand your needs and expectations. We’ll outline how the subscription works and answer any queries.
Plan review and outline
We analyse your current position and create an actionable summary for the first month.
You’ll receive a written plan with recommendations and a clear schedule for follow-ups. All terms and fees are confirmed up front.
Ongoing monthly check-ins
Stay on track with regular reviews and access to your advisor via your preferred channel.
Each month, we revisit your goals, address new questions, and adjust your plan as life changes. Communication is always flexible.
Annual review and update
Comprehensive review of your progress and plan, with adjustments as needed.
At the end of each year, we assess your progress and refresh your plan to reflect new goals or circumstances. You’ll receive a summary report.
How your subscription works
Our process is designed for simplicity—start with a consultation, enjoy regular reviews, and stay connected for ongoing support.
Subscription pricing
One monthly payment, no hidden extras
Monthly plan
Full access, ongoing support, regular reviews
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Direct line to advisor
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Regular plan updates
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Transparent monthly rate
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Annual summary report
Couples plan
Joint planning, shared access, tailored advice
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Support for two people
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Combined annual report
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All single plan features
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Shared check-ins
Annual plan
Save with upfront payment, full support, yearly review
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12 months coverage
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Yearly review included
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Priority scheduling
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All monthly features
How xadrolooria compares
See key differences at a glance