PLANS FOR YOUR FAMILYA clearer view.
The support you need.
A complete family workspace from the first plan. Choose Essentials to manage your records yourself, Connected to work with trusted advisers, or Concierge for additional support and supported integrations.
Pricing proposal · £ per family, per month. These plans are being prepared; subscriptions and trial activation are not yet available.
FAMILY RECORDSEssentials
The complete core workspace for your family affairs.
£24 / family / month
- Individual profiles for parents, children and other family members
- Switch between one person and the consolidated family view
- Organise property, investment and pension records
- Keep home, car, health and other insurance policies together
- Attach documents and evidence to the relevant records
- Keep actions, responsibilities and important dates in view
- Maintain family notes and decisions yourself
- Prepare individual and whole-family reports
- Print, save as PDF or download reports
Discuss Essentials →WITH YOUR ADVISERSConnected
The complete family workspace, with trusted adviser collaboration.
£35 / family / month
- Every family-record feature in Essentials
- Invite an adviser to contribute to a selected task
- Give continuing access to an agreed area, such as insurance
- Share the records and evidence relevant to their work
- Review proposed updates before adding them to family records
- Manage adviser access as responsibilities change
Discuss Connected →MORE SUPPORTConcierge
The complete family workspace and adviser collaboration, with more support.
£48 / family / month
- Every feature in Essentials and Connected
- Priority support — proposed
- A named point of contact — proposed
- Selected supported integrations — proposed
- Bring selected meeting notes into review through a supported recording provider — proposed
- Keep meeting decisions and follow-up actions connected — proposed
Discuss Concierge → A complete foundation in every plan.
Essentials includes the core tools to build and maintain your family picture: people, records, documents, actions, notes and reports. Connected adds adviser collaboration. Concierge adds priority support, a named contact and proposed supported integrations. External integrations are outside Essentials; provider-connected meeting notes are proposed for Concierge.
Time to make a manageable start.
We are proposing a 15-day trial so you can build your family picture before choosing a plan. Trial activation, final tax treatment, renewal and cancellation details will be confirmed before any subscription is offered. Exploring the demo does not start a trial or create a charge.
Clear boundaries for integrations.
Meeting recording is provided by an external service such as Fireflies. Hiveview can bring selected notes into review; it does not record meetings itself. Provider subscriptions, permissions and usage limits will be explained with the final offer.
Try the experience now.
Explore a fictional family, follow the records through to evidence and reports, and see how adviser contributions are reviewed.
Explore the interactive demo →