Our Financial Adviser Fees

Our fees will usually be £200 per case.

For our complete paraplanning service our fees are as follows:

  • £200 for a standard report. This includes researching existing products, writing a report and supplying the completed paperwork. This includes work for individual products, WRAPs or platforms.
  • We can supply you with an example report if requested.

For our research only service we charge:

  • £100 to research up to three products and then a further £25 is added per product.