Our Fees

Replacement business

Our fees are based upon the complexity of the case and the number of policies that are subject to replacement.

New money

Our fees are based upon the complexity of the case and the number of new policies being recommended.

General

Please contact us for full details of our standard charges applying to the above case categories, or access our Menu of Charges through our Case Viewing System.

Any fee is usually charged the month following the completion of the case and subsequent to any compliance approval where applicable.

Our fees for St. James’s Place paraplanning work are consistent with other organisations that are represented on the St. James’s Place panel of approved paraplanning organisations.  For any potential 'non-standard' cases please contact Steve Thomas or Robin McMurray to discuss your requirements.