All prices shown are per case and cover the preparation of suitability reports. This list is not exhaustive and is intended as a guide.

For advisers who work with me regularly (for example, ongoing annual reviews), monthly pricing can be agreed. This provides a predictable cost and can be cancelled at any time, with no long‑term commitment.

Additional services

The services listed above are not exhaustive. I can also support advisers with wider paraplanning and process‑driven work, including:

• Template and document design
• Building and refining suitability report templates
• Inputting and configuring templates to feed from IO / Intelligent Office
• Paraplanning workflow improvements
• One‑off technical research
• Ad‑hoc paraplanning support

These services are priced separately, either on a fixed‑fee or hourly basis, depending on the scope of work.

For the work covered and how drafts fit your process, see Reports & Research.