Transparent Fixed-Fee Pricing

Choose Your Retainer Level

Select the retainer that best matches your practice's paraplanning needs.

£50 monthly service charge

£1,000 monthly credit allocation

Standard pricing tier

One month credit rollover

5-day standard turnaround

Ideal for growing practices building their paraplanning requirements.

£50 monthly service charge

£1,500 monthly credit allocation

Preferential pricing tier

One month credit rollover

5-day standard turnaround

Priority support

Ideal for established practices with regular paraplanning needs

Fixed fees for all standard services. Pricing confirmed before work begins.

Pensions	£1,500 Retainer	£1,000 Retainer
Pension switch	£300	£320
Drawdown (existing)	£300	£320
Drawdown (transfer)	£250	£270
Each additional ceding scheme	£50	£60
New pension	£200	£220
Top up	£110	£120
Annuity	£200	£220
Withdrawal	£100	£120

Reviews	£1,500 Retainer	£1,000 Retainer
Annual Review	£130	£150
Drawdown Review	£200	£220
Additional plans in same review	£20	£30

Protection	£1,500 Retainer	£1,000 Retainer
Protection advice	£210	£230

Administration	£1,500 Retainer	£1,000 Retainer
New business submission	£50	£60
Annual review	£60	£70
Letter of Authority/appointment	£50	£60

Hourly Rates ( Min 1 Hour)	£1,500 Retainer	£1,000 Retainer
Data Gathering	£60	£70
Technical calculations (carryforward, IHT)	£70	£80
Cashflow forecast	£70	£80
Standalone analysis/research	£70	£80
Financial Plan	£70 (£500 min)	£80 (£550 min)
Discussion documents	£70 (£500 min)	£80 (£550 min)
Fast track fee (less than 7 days)	£70	£80

Choose your retainer level and start benefiting from professional paraplanning support that grows with your practice.

Our transparent pricing ensures you know exactly what you're paying for, with no hidden costs or surprise charges.