At the Paraplanning Hub we have set our paraplanning fees at a level that we believe offers one of the most cost effective, chartered level, outsourced paraplanning offerings in the UK. We also believe in being totally upfront and transparent.
With a paraplanning team in excess of 10, including chartered and certified financial planners, we can accomodate all of your paraplanning needs. From continued suitability letters through to complex final salary transfers, overseas pensions, estate planning etc.
As shown below our paraplanning fees include all the paraplanning and adviser support you could ever need and as well as all the standard paraplanning services such as suitability letters, product and investment research, they now include our PROD friendly central propositions production (CRP and CIP), Virtual Paraplanning and Annual Planning Review services.
Flexible Paraplanning Support
Please note, although our paraplanning services are offered on a clear time charged basis, they are subject to a minimum monthly bill, currently £1,500 (Including VAT), payable in advance. With any excess time used during the month billed at the end of each month.
Minimum monthly price