Indicative Prices for 2023
Please find below a sample of indicative pricing for our outsourced Paraplanning services. By posting it on the website, our goal is to be completely transparent about the costs of providing Paraplanning support.
All prices are exclusive of VAT, and there is no monthly retainer. Just use us for the services that you need.
Full pricing information is available on request.
Pension switch reports (Without data gathering)
One transferring scheme - £225
Two transferring schemes - £275
Each additional transferring scheme - £50
Investment report (new money/regulars)
One Product recommended - £175
Two Products recommended - £225
Each addition Product recommended - £50
Additional Services
Annuity Report - £200
Protection Report - £200
Equity Release - £250
Annual Review - £125