We understand that every adviser’s needs are different, which is why our pricing is designed to be flexible, transparent, and tailored to the way you like to work. You can choose from three simple options: Pay As You Go, with clear fixed fees per report for complete cost certainty; an Hourly Rate for maximum flexibility, where you only pay for the time used; or a Retainer, providing a fixed monthly fee that delivers predictable costs and guaranteed capacity. This structure gives you the freedom to engage with us in the way that best suits your business – whether that’s for a one-off case, occasional support, or ongoing paraplanning across a broader range of work – all delivered with professionalism and clarity.

Choose the option that fits your business...

Pay As You Go (per report)

This option is about certainty. Each report has a fixed fee, so you know the cost before any work begins. For example: £255 for a new investment report, £340 for a pension or investment replacement (plus £85 for additional recommendations), and £510 for DB transfers (including APTA and TVC). This approach is straightforward and transparent, though in some cases it may work out more than our hourly rate if the work is very simple.

Hourly Rate

This option is about flexibility. At £75 per hour, it is a discounted rate compared with the pay as you go structure (£85 per hour equivalent). You simply pay for the time taken, which makes it well suited to firms who want an open-ended arrangement that can adapt to changing workloads. It can be used for any type of work, from full reports to research and ad-hoc technical support, and gives you the freedom to draw on support as and when you need it. Please note that this rate is not capped, so costs will reflect the time required.

Retainer

This option is about consistency. Our retainer option is designed for firms with a steady flow of cases who value predictable support each month. For a fixed monthly fee (for example, £1,000 for up to four reports), you benefit from regular access to a dedicated paraplanner for technical input and case work as required. If you don’t use all of your retainer in one month, you can carry forward the balance for one month, giving you flexibility and peace of mind that no support is wasted. This approach ensures you have consistent, professional paraplanning available whenever you need it, while keeping costs stable.

Your preferred charging option will be agreed with you before we start any work.

All prices are subject to VAT at the prevailing rate.