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Valuing Your Time and Budget
Paraplanning shouldn't break the bank
Every adviser is different - we understand that. This is why we offer a bespoke approach to fees, which will be agreed with you after discussing your requirements. Whether you use PPOL, templates or your own guides, we can facilitate this and agree a fee per report.
Instant access to a technical resource when you require
Sometimes you need someone there to help during busy periods. You can contract us on a retainer basis for a length of time that suits you. This way you know you have the resources available to deal with your clients, without the cost and hassle of full-time employment.
Transparent costs, tailored to you
When we have determined what will be required to complete your reports and/or technical research, we will agree a fee for the work. Please call us to have an initial discussion around your needs and we can start the process.