Our membership levels.

Choose your membership level (you can choose any one or more of these, depending on your requirements).

All membership levels include your own dedicated Executive Assistant, who will manage your workflow and clients on your behalf, as well as a dedicated hub of paraplanners, who will get to know you, your firm, your clients and all of your preferences.

Paraplanning Essentials
£250 + VAT pm
Your own Executive Assistant and dedicated hub.

One free ticket to the annual Verve conference.

£200 credit towards case fees.

Discounts on CPD and other events across The Verve Group.
Annual Review Essentials
£145 + VAT pm (10 clients)
Liaise with clients to set up adviser meeting.

Facilitate meetings where being held online.

Undertake valuation and information gathering.

Create Annual Suitability Report.
Servicing Essentials
£125 + VAT pm (10 clients)
Create and send quarterly valuations.

Send out factfind refresh once a year / ahead of a meeting.

Annual risk profiler refresh.

Update back office system with the information.

Paraplanning Enhanced
£2,000 + VAT pm
Your own Executive Assistant and dedicated hub.

£1,800 credit towards case fees.

On site training for your team.

Annual face to face progress meeting.

Monthly checks ins with Client Relationship Manager.

Two free tickets to the annual Verve conference.

10% off case fees if monthly spend of £5,000 is reached.

Discounts on CPD and other events across The Verve Group.
Annual Review Enhanced
£210 + VAT pm (10 clients)
Liaise with clients to set up adviser meeting.

Facilitate meetings where being held online.

Undertake valuation and information gathering.

Paraplanner attend meeting virtually (max one hour).

Create Annual Suitability Report.

Follow up meeting notes created.
Servicing Enhanced
£175 + VAT pm (10 clients)
Rebalance portfolio, twice yearly.

Create and send quarterly valuations.

Annual factfind refresh.

Update back office system with the information.

Annual risk profiler refresh.

Send client birthday and Christmas cards.

Case Level.

Confirm which specific work you need us to undertake.

Fee are charged for specific cases, for example undertaking research and report writing, or doing a file check and remedial work. Your membership goes towards offsetting any case work (depending on what level membership you have opted for).

A full schedule of fees can be accessed here.

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