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