We continue to enhance our outsourced Paraplanning services to ensure our clients exclusively benefit from an exceptional, personal approach incorporating our three core principles.
Collaboration is vitally important to us, and we feel it plays a big part in working together to deliver fantastic outcomes for your end clients. Our services are delivered using two propositions:
Please enquire within to receive a full price list for our Plus and Flex services.
£45 per hour
Minimum Monthly retainer
Para-dox Plus is our fully bespoke Paraplanning solution, which means we work in accordance with your internal preferences and requirements. This can cover, but is not limited to, the following areas:
Additional features of this service:
Fixed Prices Starting from
Fixed prices starting from
£60 per report
Para-dox Flex is effectively Paraplanning done our way and, importantly, still provides a bespoke suitability report for your client, but with the following key differences:
Our Para-dox Flex service is delivered using very competitive fixed prices, tailored specifically to each report type, starting from £60 onwards for annual review letters and £100 onwards for pension and investment planning letters.
This service offers complete flexibility; no minimum levels of business or retainers apply, and you only pay for what you use.