Our monthly retainer service is offered in 3 levels offering a set number of hours (credits) within each one. Busy one week, but not the next? No problem, subject to availability you can take all of your credits how you please during that month, just let us know how you wish to proceed.
In setting our fees we have tried to be as flexible and clear as we can be. Rather than charge you a set figure for one form of paraplanning (i.e a single suitability report) we’ve focused our fees on the time spent taken to complete the work. That means you are only ever paying for what you need.
Our fees are offered in two forms. A retainer option offers good value and allows for a level of longevity to help understand how you work and therefore provide the best service for you and your clients. But we also want to be flexible and we understand that you may just require a bit of assistance here and there. Subject to availablility this is something we are more than happy to offer based on our competitive hourly rate.
