Services & fees

Technical supporting starting from £75 per month

Paraplanning

We can support your advice process with detailed research and personalised suitability reports. We spend time getting to know you and how you like to work. This helps us tailor our service for your specific needs.

Technical support

We can provide technical support by telephone, Zoom/Teams or email .

File & report checking

To help you quality-check your work, we provide a checking service where we review a suitability report or the file generally, checking for compliance issues and providing helpful suggestions to improve the readability and format.

Technical Areas covered:

• Retirement planning

• Investments

• Trusts

• Estate planning

• Cash-flow planning

• Protection