top of page

Our Service Fees

Be Your Own Financial Planner

  • Basic Subscription

    19£
    Every month
    Done by you financial planning.
     
    • AI Life Planner Google Sheet
    • MoneyFitt comprehensive financial education library.
    • HapNav cashflow planning tool
    • Unlimited email Q&A support.
    • Access to our network for peer support.
    • Subscription to our newsletters and mailing list.
  • Personal Service Subscription

    100£
    Every month
    Done with you financial planning.
     
    • Basis Subscription, plus ...
    • A comprehensive annual review, and
    • Telephone access throughout the year.

Subscription Auto-Renewal Policy Please note that our subscription services are subject to an automatic renewal policy. By subscribing to our services, you agree to the following terms: Renewal Process: Your subscription will automatically renew at the end of each subscription period (e.g., monthly, annually) unless you cancel it prior to the renewal date. Notification: We will send you an email notification in advance of each renewal date, reminding you of the upcoming charge. This notice will include the renewal date, subscription fee, and instructions for cancelling if you choose not to renew. Payment: The subscription fee will be automatically charged to your provided payment method on the renewal date. Please ensure your payment details are up to date to avoid any disruption in service. Cancellation Policy: You have the right to cancel your subscription at any time. If you wish to cancel, please do so before the renewal date to avoid being charged for the next subscription period. Upon cancellation, you will continue to have access to the service until the end of the current billing cycle. Price Changes: We reserve the right to adjust subscription prices. Any price changes will be communicated to you in advance, and will only take effect upon your subscription renewal. No Refunds: Please be aware that we do not offer refunds for subscription fees once they have been charged. This includes partial refunds for cancellations partway through a subscription period. For any queries regarding our auto-renewal policy or to manage your subscription, please contact us at info@goalset.coach.

Pecunia Financial Planning Limited provides "educational financial services or guidance", which the Financial Conduct Authority (FCA) Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000 state does not require FCA regulation. As we do not sell investment or pension products, these educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. The Competition and Markets Authority oversee us.

 

Clients of Pecunia Financial Planning Limited are protected by consumer protection regulations, granting them a private right of action not available to clients of FCA-regulated firms. For additional information see our terms and conditions. Please feel free to contact us.

 

Pecunia Financial Planning Limited is registered in England & Wales under company number 15693682 registered office address 5 The Dingle, Heapey, Chorley, Lancashire, United Kingdom, PR6 9AZ.

​

© 2024 by The Academy of Life Planning Limited. Powered and secured by Wix

bottom of page