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Diamond Pricing
Pension switch
£384
Drawdown (transfer)
£324
New pension
£264
Annuity
£264
Annual Review
£180
Additional plans in same review
£36
ISA or GIA
£228
Investment Bond
£324
Fund switch
£216
Drawdown (existing)
£384
Each additional ceding scheme
£72
Top up
£144
Withdrawal
£144
Drawdown Review
£264
Protection
£276
Top up (ISA/GIA)
£144
Per plan being replaced
£48
EIS / BR / VCT / AIM
£360
Fixed Price Services
Service
Price
Hourly Rate Services
Data Gathering
£84
Technical calculations (carry forward, IHT)
£96
Cashflow forecast
£96
Standalone analysis/research
£96
Financial Plan
£96
Financial Plan minimum fee
£660
Discussion documents
£96
Discussion documents minimum fee
£660
Fast track fee (under 7 days)
£96
Service
Price
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