Our flexible and transparent pricing structure
We understand that every adviser’s needs are different, which is why our pricing is designed to be flexible and transparent. Our paraplanning services are offered on a pay-as-you-go basis, giving you the freedom to tap into our expertise as and when you need it – whether that’s for a one-off case, occasional support, or ongoing help across a range of work. It’s a straightforward approach that means you only pay for the support you actually need, delivered with professionalism and clarity.
Our case-related paraplanning charges are:
New investment/ pension/protection recommendation
£255.00
Pension/investment replacement recommendation
£340.00*
New VCT/EIS/SEIS/BR recommendation
£340.00
Additional recommendation within a report
£85.00
Fund switch recommendation
£255.00
Defined Benefit transfer recommendation, including APTA and TVC
£510.00
Cashflow modelling
£510.00
Periodic suitability review
£255.00*
*Additional charge of £85.00 applies where more than three existing schemes are to be reviewed in the same report.
All prices are subject to VAT at the prevailing rate.
Tailored consultancy for unique projects!
For more complex projects, our consultancy services are designed to offer tailored support. The cost of consultancy will depend on the size and scope of the project. These services are charged based on our standard hourly rate of £85.00, with a minimum fee of £850.00 per project.
Our consultancy charges are:
Platform due diligence
Starts at
£850.00
CIP/CRP review
Starts at
£850.00
Process review/staff training
Starts at
£850.00
The final cost of consultancy services will be agreed upon following an assessment of the project’s scope and the time required for completion.
All prices are subject to VAT at the prevailing rate.
“You can tell Ben really cares about doing a job well, rather than just getting it done.
Ben has excellent technical knowledge but he also understands people and behaviour, which I’ve found invaluable. I’ve never had any doubt that Ben genuinely cares about the success of my business and the happiness of our clients.”
