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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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