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Fees

Menu of Services

  • Ad-Hoc Services
  • Report & Recommendation (one product recommended) - £150.00 plus VAT
  • Additional product recommendation (per product within same report) - £45.00 plus VAT
  • Additional bespoke services - £85.00 per hour plus VAT
  • Monthly Retainer

Number of Hours
per month

Hourly Rate

Total Monthly Cost

Hourly Rate exceeding limit

10

£60

£600

£85

20

£50

£1,000

£60

40

£40

£1,600

£50

  • We offer additional bespoke services such as assistance with compliance, in-house work (subject to location and availability) and development and implementation of TCF procedures including client segmentation.
  • In-house paraplanning support - £300 per day plus VAT

All fees are subject to VAT

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