Platinum Pricing
The service is predominantly structured for individual advisers, and no joining fee is required for sole users. We are, however, able to onboard larger firms. In these instances, a joining fee of £100 per adviser is payable, subject to a maximum fee of £2,000.
Pension switch
£352
Drawdown (transfer)
£297
New pension
£242
Annuity
£242
Annual Review
£165
Additional plans in same review
£33
ISA or GIA
£209
Investment Bond
£297
Fund switch
£198
Drawdown (existing)
£352
Each additional ceding scheme
£66
Top up
£132
Withdrawal
£132
Drawdown Review
£242
Protection
£253
Top up (ISA/GIA)
£132
Per plan being replaced
£44
EIS / BR / VCT / AIM
£330
Fixed Price Services
Service
Price
Hourly Rate Services
Data Gathering
£77
Technical calculations (carry forward, IHT)
£88
Cashflow forecast
£88
Standalone analysis/research
£88
Financial Plan
£88
Financial Plan minimum fee
£605
Discussion documents
£88
Discussion documents minimum fee
£605
Fast track fee (under 7 days)
£88