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Feature / Service Premium Gold Platinum
Monthly Strategy Calls 1 × 1-hour 2 × 1-hour 4 × 1-hour
Dedicated WhatsApp Support Business hours Extended hours 24/7 with escalations
Implementation Assistance High-level guidance Hands-on project support Fully managed execution
Business-School Access Self-paced modules + live webinars + bespoke masterclasses
Regulatory Applications (FCA: API/EMI/SPI/SEMI) Template review Full application drafting End-to-end submission & follow-up
Financial Modelling & Cost-Savings Audit Summary report Detailed analysis + recommendations Implementation & savings tracking
Exam Coaching (AAT, CIMA, ACCA) Study-plan & 2 coaching sessions 5 coaching sessions Unlimited coaching until pass
Investment & Funding Pitch Deck Template review Full deck creation Investor outreach & meetings prep
Correspondent Bank Introductions Briefing & outreach template Prospect list & outreach campaign Negotiation support & agreement drafting
Branch Setup Overseas Roadmap & checklist Country-specific incorporation support End-to-end branch launch management
Cross-Border Acquisition Support Target market shortlist Deal sourcing & preliminary due diligence Lead negotiation, valuation & closing
Overseas Product Pilots Pilot plan & compliance checklist Local partner intros & pilot oversight Full pilot execution & scale strategy
Business Plan Writing Structured outline & template Complete drafting & review Investor-grade plan + pitch deck
Financial Forecasts & Projections Basic model template & guidance Detailed multi-scenario model Custom model + live update dashboard
Valuations & Decision Support Valuation formulas & summary report Full valuation report Transaction advisory & deal modelling
AI Productivity Optimisation Intro to AI tools & use-cases Custom AI workflow design Implementation support & staff training
New Business Setup Entity selection & registration guide Complete setup (incl. licences & regs) Fully managed launch & post-launch
Idea Generation & Launch Facilitated ideation workshop Business case & MVP planning Go-to-market launch + performance tracking
Price (GBP excl. VAT) £1,500/mo £2,500/mo £4,000/mo

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