As the advice you provide to each of your clients is unique and individual, so too are the fees we charge for the services we provide to you.

Whilst we have an hourly fee system we use to generate the quotes we send to you, each case will be assessed on an individual basis before we provide you with an estimate.

When you first send over the client file, we consider the services you have requested and look through the information you have provided, which allows us to estimate how long the case will take to complete. Based on this, we will send you a quote for your consideration, along with a list of any other documentation we require to complete the requested service. If you are happy with the fee, we begin working on the case as soon as you provide us with the requested information, and at that point (assuming you do not request any additional services) the fee is confirmed, even if it takes us longer to complete than originally thought – this means there are no unexpected bills from us at the end of the month.

As mentioned in the FAQ section, Perks Paraplanning Solutions also offers a ‘double check’ approach when compiling your reports, which is included in any report writing service you request. This means that, rather than simply accepting the client file from you and producing a report, I also consider the contents of the file and how it relates to the advice being given.

This is in no way meant to question the advice financial advice you have given to your client, but simply acts as a second pair of eyes, making sure the file is as complete as it should be. I know from experience how easy it is to “Know Your Client” by having an in depth conversation with them, but if it’s not in the Fact Find then it’s difficult to prove the conversation took place.

Of course, the double check approach does not abdicate you of any responsibility to your clients, you remain responsible for the advice given and the contents of the file, but a second pair of eyes looking over the file can only can help you to reduce exposure and deliver an efficient experience for your clients.