Transparent monthly subscription for financial planning
quarilomexis offers a clear, value-driven subscription: £250/pm or £350/pm. Both tiers grant you regular access to accredited UK professionals, detailed planning reviews, and support compliant with FCA standards. All fees, terms, and options are communicated up front so you can be confident when deciding. There are no unexpected charges, and you may review or change your plan anytime. Results may vary.
renewals
service
avg. retention
Accredited team
Experience, credentials, and client focus
Eleanor Park
Lead Planner
MSc Financial Planning Bath University
Hamilton Advisors
Core skills
Methods
Achievements
Outstanding client renewal rate
Led FCA audit preparation
Certifications
Eleanor has over a decade of experience guiding clients through complex decisions and regulatory changes with an analytical, consultative mindset.
Eleanor ensures each client receives concise, regulatory-compliant advice. She balances tailored support and clear documentation so your plan adapts as needed. Client communication and confidentiality are her priorities.
David Mills
Client Relations
BA Business Administration Leeds University
Turner Solutions
Core skills
Methods
Achievements
Developed subscriber engagement system
Maintained high support ratings
Certifications
David specialises in clear, prompt client communications and practical support, helping subscribers leverage their plans efficiently.
David manages each request efficiently, connecting new or current subscribers with the best support channel. He streamlines processes and detects service improvement opportunities based on client feedback.
Priya Kaur
Compliance Lead
LLB, Financial Regulation King's College London
Morgan Legal
Core skills
Methods
Achievements
Delivered FCA compliance seminars
Monitored service regulatory updates
Certifications
Priya is an expert in UK financial regulations, monitoring service standards and maintaining documentation to consistently meet FCA criteria.
Priya guarantees all service materials and consultation practices align with current rules. She coordinates routine regulatory training internally and provides clients peace of mind regarding legal compliance.
Tom Evans
Service Coordinator
BSc Management Studies Manchester University
Stratton Group
Core skills
Methods
Achievements
Streamlined onboarding process
Reduced client response time
Certifications
Tom oversees the smooth delivery of subscription benefits, coordinating meeting schedules and resource allocation for efficient client service.
Tom handles appointment logistics and subscription updates, ensuring all resources needed for your consultations are ready. His attention to process detail means your support is always prompt and precise.
How our process supports you
Consistent planning, full transparency, and regular interaction are hallmarks of our approach. We structure every step to be clear and responsive for UK clients.
Initiation and onboarding
We gather relevant background to understand your requirements and ensure compliance from the first step.
Client objectives
Establish a comprehensive understanding of your situation and objectives.
Scope of support
Guide you through form completion and initial consultation, summarising service terms and reviewing all pricing and documentation.
Service methods
Utilise secure communication platforms, confirm data accuracy, and clarify terms before moving forward.
Tech & channels
GDPR-compliant forms and secure messaging
Reporting & feedback
Welcome pack, service outline, and confirmed schedule—all delivered by email.
Initial consultation review
Your first discussion covers objectives, expectations, and how the subscription can be best used.
Client objectives
Set clear next steps for monthly planning support.
Scope of support
Analyse your current context, identify planning priorities, and explain the upcoming review process.
Service methods
Hold online or phone meetings at your convenience, summarising findings in shared documents.
Tech & channels
Video platform, e-signature, secure calendar
Reporting & feedback
Consultation record, plan highlights, and schedule.
Monthly review sessions
Regular, recurring sessions monitor your plan and adapt as needed based on feedback or updated regulations.
Client objectives
Keep your planning on track through reliable, periodic engagement.
Scope of support
Track account developments, clarify regulatory updates, and refine approaches as appropriate for your profile.
Service methods
Deliver progress reports and actionable follow-up through secured channels, always available for Q&A.
Tech & channels
Client portal, reporting dashboard
Reporting & feedback
Action checklists, feedback records, and revised documentation.
On-demand consultations
You may schedule additional check-ins to discuss specific issues that arise, included within your plan quota.
Client objectives
Provide immediate, targeted support between regular sessions as your needs evolve.
Scope of support
Assess unique questions or significant changes, offering timely guidance so your objectives remain supported.
Service methods
Facilitate rapid appointments using digital scheduling and secure messaging—decisions are clearly documented.
Tech & channels
Live chat, encrypted email
Reporting & feedback
Supplemental notes and recommendations.
Subscription plans
Choose the plan that aligns best—fees and terms are clearly communicated
Core Plan
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Regular planning consultations
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Documented meeting summaries
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Secure support channels
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Up to three on-demand chats
Plus Plan
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All Core Plan features
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Priority scheduling
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Unlimited email support
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One extra monthly review
Business Plan
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Designed for SME accounts
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Flexible multi-user access
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Centralised documentation
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Ongoing compliance check-ins
See how we compare
quarilomexis prioritises clarity and transparent communication for every client