Cash / Investment Review and Recommendation
Up to 2 plans
£300 / £360 (inc. VAT)
Each Additional Plan
£100 / £120 (inc. VAT)

Protection Review and Recommendation
Up to 2 Types
£300 / £360 (inc. VAT)
Each Additional Product
£100 / £120 (inc. VAT)

Pension Review and Recommendation
Up to 2 plans
£300 / £360 (inc. VAT)
Each Additional Plan
£100 / £120 (inc. VAT)

Retirement Options/Drawdown Report
Up to 2 plans
£500 / £600 inc. VAT 
Each Additional Plan 
£100 / £120 (inc. VAT)

Cash Flow Forecasting - £100 / £120 (inc. VAT)
Protection Quotes - £50 / £60 (inc. VAT) per quote

The above charges are based on the client providing the consultant with access to the relevant systems and tools to deliver the service.