How much does it cost?
We aim to make our prices clear, fair and not misleading.
We recognise the importance of ongoing relationships. Where firms opt for an ongoing service we will happily negotiate the cost of additional services required on top of this.
We offer firms both regular and one-off services, depending on what you need.
We have separated the services into two primary categories:
Financial Planning Support
Sustainable and Responsible Finance Support
Plans
Regular Services
We want to build lasting relationships with our clients. We offer a range of ongoing options for you to consider, depending on the needs and size of your business.
One-Off Services
Where an ongoing service is not required, we will price according to the amount of work required.
Just like a good Financial Planner, we will always agree the fee with you in advance!Casework
Our casework services are priced according to the nature of the work.
File Checking is carried out for a fixed fee.
Using our services as technical paraplanners will have a fixed fee dependent on the work required.
Financial Planning Support
Monthly Ongoing Service
£900month£100Setup feeOur Ongoing Service is valued by financial planning firms who want to secure our services on a regular basis.
The fee covers the cost of 1 day of support per month.Quarterly Ongoing Service
£300month£100Setup feeFirms who do not require support on a monthly basis can opt to receive 1 full day of support every quarter instead.
Paying for this monthly helps spread the cost while ensuring that you still receive the support you need.
This is offered at the same cost as the monthly service as we do not believe that there should be a price disadvantage to those firms who do not need our support as often.File Checking
£250caseOur file checking service is valued by firms who want to know that they are giving their clients the best advice.
Firms who want our support just for the purpose of checking their files value the thorough approach we take to reviewing advice, whether for just a Personal Pension or ISA switch, or something more complicated.
This service does NOT include the review of Defined Benefit Transfer recommendations.Due Diligence Service
£NegWe offer comprehensive due diligence to support you with all aspects of your financial planning service, from platforms to cashflow.
The cost of this service will vary depending on your specific needs and the extent of our involvement.Paraplanning
£NegcaseThe cost of our technical paraplanning service will be negotated on a case-by-case basis, dependent on the work required.
Training
£NegsessionThe cost of our training sessions is dependent on what you are looking for, how many people we are training and the level of personalisation you require.
Sustainable and Responsible Finance Support
Sustainable Investment Review Service
£Neg/monthWe offer a comprehensive support service for firms looking to deliver Sustainable Investment Solutions to their clients.
As part of this service, we can also monitor and evaluate the performance of your susatinable investment portfolios.
The cost of this service will vary depending on the range and scope of investment solutions you offer your clients and the extent of our involvement in supporting this service for you.Greenwashing Review
min. £1,200‘Greenwashing’ happens when a company presents itself in such as way as to mislead or capitalise off the desire for environmentally friendly products or services. This is done by presenting a false impression that its actions, aims, or services are greener than they really are.
Greenwashing is detrimental to a firm's reputation once misleading activity is exposed.
We can undertake audits of your webiste and communications to ensure that these meet the needs of the FCA's anti-greenwashing rules, as well as the wider issues of impact washing and rainbow washing.Sustainable Finance Process Review
min. £1,200We are believe in the importance of effectively integrating sustainable and responsible finance into firms' processes.
We like to think about this in terms of both responsibilities under Consumer Duty and providing the best advice to clients.
We can help you develop your advice process in a way which doesn't just see sustainable and responsible finance as a nice to have, but as a core component of what you offer.
Need a little light reading?
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