Contact

How much does it cost?

We aim to make our prices clear, fair and not misleading.

We offer tailor our services, depending on your need.

We recognise the importance of ongoing relationships. Where firms need a regular service this is offered at a discount to our standard day rate and we will happily negotiate the cost of additional services required on top of this.

Please note that the cost of custom research projects is based on the nature and level required and is based on our standard day-rate.

Just like a good Financial Planner, we will always agree the fee with you in advance!

Consulting Services

  • Expert Consulting Services

    £1,200
    per day, per consultant

    We offer expert consulting in financial services ethics and sustainable finance. 

    As experienced non-executive directors and ethical finance specialists, we are here to support you in examining your decision-making, supporting your internal governance and provide appropriate and thoughtful challenge.

    This service is always bespoke and dependent on the specific needs of your organisation.


Complaince Services

  • Advice Quality Checking

    £275
    case

    Our advice quality checking service is valued by firms who want to know that they are giving their clients the best advice.

    Firms who want our support for the purpose of improving the quality of their advice value the comprehensive approach we take to reviewing advice. This service is appropriate for those who want to refine their recommendations, improve their communication and ensure that the advice they are giving on paper reflects the conversations they are having with their clients.

    This service does NOT include the review of Defined Benefit Transfer recommendations.

  • Paracompliance

    £1,200
    per day

    We offer comprehensive complaince support taillored to your firm's individual needs. 

    The total cost of this service will vary depending on your specific needs and the extent of our involvement. 

    Types of work undertaken include:
    - Product and Service Due diligence
    - Critical Process Audit
    - Documentation and Process Design

    The overall cost will be agreed in advance of any work commencing.

Training

These costs refer to our corporate training for financial planning and investment management firms.

For more information on the costs of our specialist behavioural and sustainable finance courses, please see the Courses section of the website.

  • Short Training Sessions

    £600
    subject

    The cost of our 1.5 hour high-level in-person training sessions is dependent on what you are looking for, how many people we are training and the level of personalisation you require.


    Regularly delviered training:
    - Suitability Report Writing
    - Sustainable Financial Planning (Basic)
    - Behavioural Finance (Basic)
    - Financial Crime Prevention
    - Regulatory Change
    - Integrating AI Ethically

    For subjects outwith our normal subject range we may have to charge extra for preparation time.

    Please note the cost does NOT include travel and acomodation where necessary. This will be billed accordingly.

  • Half Day Training Sessions

    £1200 
    subject

    The cost of our 3-5 hour, more in depth training sessions is fixed and the subject matter is limited to those subjects where we believe we can add the most value.

    The cost reflects the depth of preparation required and the time for delivery. This price applies to the following core subjects.

    Core subjects:
    - Suitability Report Writing Masterclass
    - Sustainable Investing
    - Behavioural Finance 

    Other subjects may be available in this format on a bespoke basis at your request and have previously included key subjects like Supervision in a Regulated Environment.

    Please note the cost does NOT include travel and acomodation. Where necessary this will be billed accordingly.

  • Webinars

    £600
    subject

    We regularly deliver webinars on a wide range of subjects, in line with our Short Training Sessions.

    If you would like delivery of any of our Short Training Sessions in an online only format for your organisation, this is provided at a reduced cost to recognise the reduction in travel time and setup.

    Please note that if you require the same session to be delivered multiple times for team members across multiple offices, the price will be adjusted accordingly.


Need a little light reading?

We have a selection of articles and research papers available in the Resources section of our Blog.

Read More...