Indicative Prices for 2026
Please find below a sample my indicative pricing for our outsourced Paraplanning services. By posting it on the website, our goal is to be completely transparent about the costs of providing Paraplanning support.
All prices are exclusive of VAT, and there is no monthly retainer. Just use us for the services that you need.
Full pricing information is available on request.
Pension switch reports (Without data gathering)
One transferring scheme - £230
Two transferring schemes - £280
Each additional transferring scheme - £50
Investment report (new money/regulars)
One Product recommended - £180
Two Products recommended - £230
Each addition Product recommended - £50
Additional Services
Annuity Report - £210
Protection Report - £210
Equity Release - £250
Annual Review - £130