How much does it cost?

Our charges are based on the 'work items' we do so we quote for each case you send to us. Feel free to pay as you go.

Alternatively, sign up to a monthly support plan and get a discount on each case. Some examples give a flavour:

Shareholder protection

£30       Research
£150     Recommendation report

£180    Total (ex VAT)
Flexi-access drawdown

£60       Data gathering (per plan)
£40       Research
£310     Recommendation report
(£30)    On Demand Plus discount

£380    Total (ex VAT)
DB pension review

£140       Data gathering
£90         TVAS
£120       Cash flow analysis
£340       Review report
(£69)      Enterprise discount

£621    Total (ex VAT)

Ongoing contact & support

Our monthly plans are perfect for chatting though potential cases, bouncing around ideas or asking technical queries. All plans are on a rolling monthly contract & can be upgraded or downgraded at any time.

  • Email

    A reply within 2 working days

  • Online Chat

    Same day response

  • Telephone

    Instant response
    or speedy call back

On Demand Plus

£100 pm

  • 7.5% discount on all cases

  • Pays for itself on a spend of £1,333 per month

Sign up

Enterprise

£200 pm

  • 10% discount on all cases

  • Pays for itself on a spend of £2,000 per month

Sign up

*Monthly plan is per adviser or support team member