Black Friday Discount
Terms & Conditions

Updated 27 November 2024

We’re offering 50% off our 1-to-1 planning service for anyone who books a session in December (£149.50 instead of £299).

1. Promotion Period
   • The Black Friday discount runs from 27 November 2024 to 31 December 2024.
2. Offer Details
   • Eligible customers can get 50% off our Plan My Goals service delivered by financial coaches.
   • Reduced price: £149.50 (normally £299).
3. Eligibility
   • The offer is only available for direct customer bookings paid by card or direct debit.
   • The discount does not apply to individuals accessing the service through their workplace (paying via salary sacrifice) or any other deals available through third party partners.
4. Starter Session Requirements
   • Customers must book their first Starter Session between 27 November 2024 and 31 December 2024 to qualify.
     • Starter Sessions booked before 27 November or after 31 December are not eligible for the discount.
   • The Starter Session must take place, and payment for the full service must be completed, between 27 November 2024 and 31 December 2024.
     • If a customer reschedules the session to a date after 31 December 2024, the discount will no longer be available.
5. Limited Availability
   • Sessions during the promotional window are subject to availability. There are a limited number of sessions available.
6. Standard Eligibility Criteria
   • Customers must meet our standard criteria, including:
     • More 5 years from retirement
     • Less than £200,000 in investable assets
7. Amendments and Withdrawals
   • We reserve the right to withdraw or amend this offer at any time.

Financial planning and coaching are not regulated by the Financial Conduct Authority. Please refer to our full Terms & Conditions and Privacy Policy for more details.